There are a few first steps to take for the QuickBooks integration process to go as smoothly as possible. KEY FACTS: Customer Name (QB) = Code Name (PP...

Setting the Accounting Links Preferences 1. Open PrintPoint and open up the Accounting Link preferences File Menu > Preferences > Select &g...

Setting the Default G/L Account Names 1. File Menu > Preferences > Select > Accounting Links - Customer and Invoices 2. Choose Quick...

Setting the Customer Import & Export Defaults 1. File Menu > Preferences > Select > Accounting Links - Customer and Invoices 2....

If you would like PrintPoint to automatically launch QuickBooks after you have exported your Purchase Orders from PrintPoint 1. File Menu > Prefe...

Updating Accounts and Sales Tax Settings for existing customers 1. Navigator > Customers 2. Select the customers for which you want to as...

1. Open PrintPoint and open up the Accounting Link preferences File Menu > Preferences > Select > Accounting Links - Customer and Invoices ...

To keep your QuickBooks import and export files organized, we recommend that you keep the files in an easy to reach location. Windows: Navigate to yo...