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Connect a QuickBooks Vendor
Updated over 6 months ago

Once you Activate your QuickBooks Online Integration, start managing your accounting through Costs Management.

  • Click Management and select Costs.

  • Any vendor that has not been connected will show up with a red dot in the QBO Vendor column.

  • Click the arrow at the end of the row of the vendor you want to connect.

  • Select Create/Search Vendor from the drop-down menu.

If CASEpeer finds a match with an existing vendor:

  • Locate the appropriate QBO vendor.

  • Click Connect.

  • You will then be asked to confirm the vendor link.

  • Click Confirm.

If CASEpeer does not find a match with an existing vendor, or if you don't want to connect with the existing vendor:

  • Click Create New Vendor.

  • You will then be asked to confirm the vendor link.

  • Click Confirm.

  • You have connected the QuickBooks vendor to CASEpeer.

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