QuickBooks Integration First Steps - PrintPoint Setup 3 :

QuickBooks Integration First Steps - PrintPoint Setup 3 Print

Modified on: Thu, Oct 20, 2022 at 3:06 PM

Setting the Customer Import & Export Defaults

1. File Menu > Preferences > Select > Accounting Links - Customer and Invoices

File Menu > Preferences > Select > Accounting Links - Customer and Invoices

2. Choose QuickBooks from the Link Accounting To drop-down menu

Choose QuickBooks from the Link Accounting To drop-down menu

3. Click on Save Name & Location of Exp Customer File

Click on Save Name & Location of Exp Customer File

4. Click OK

This alert is normal.

Click OK

5. Save file as "ExpCustomer"

Save file as "ExpCustomer"

Zoom: Save file as "ExpCustomer"

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