Send to QuickBooks

The QuickBooks Connections products from Square 9 integrate the power of GlobalSearch with the popular Intuit^® QuickBooks^® accounting software. You must have the optional module QuickBill, a desktop version of QuickBooks installed, and your Field Catalog configured for QuickBooks.

1. Run a Search, select a document, and open it in the Document Viewer.
   
   
2. Open a Company File in your local instance of QuickBooks and open a Transaction.
   
   
3. In GlobalSearch, open a document in the Document Viewer and enter information in the Fields.
   In the Quickbooks Transaction Index Field, choose the Transaction appropriate for the document. (For example, if you are viewing a bill, select Bill, etc.
   
   
4. Click Save Changes.
   
   
5. Click Actions in the toolbar and select Send to QuickBooks