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