QuickBooks Step 1

Preparation: First, make sure the QB account is set up properly. First, login to your QuickBooks online account. Select gear icon (top right) to open settings. Select Account and Settings, Select Billing and Subscription on the left sidebar, and Verify QuickBooks Plus is subscribed to. Non-plus versions can be used but will not sync material or work orders. Select Sales on the left sidebar, scroll down to the Product and Service section, and make sure the “Show Products/Services column on sales form” is On. Also, make sure the “Track quantity and price/rate” is On. Select Save Select Expenses on the left sidebar, and ensure “Use Purchase Orders” is on (QuickBooks Plus Version only). Exit out of Accounts and Settings