Setting Up AR Connection

This article will show you how to set up the AR Connection within Quickbooks:

Quick Reference Video Summary

  • There is a code that you need to setup in the Products and Services section of QB Online to enable your AR to sync 
  • Navigate to the Gear icon in the top right of the QB screen
    • Click on Products and Services
    • Click New > Service
      • Type in the word 'TRANS'
        • TRANS is all uppercase (it is case-sensitive)
      • Select Sales as the Income Account
        • This will need to be set up in your Income Account section of QB
    • Click Save and Close
  • View your Products and Services list to see your new TRANS entry
  • This Code setup will allow your invoices and invoice payments to sync over to QB