QuickBooks Online Integration
Topics to cover Lever360 and QuickBooks Online Integration
5 articles
Connecting QuickBooksFollow these steps to connect QuickBooks to Lever360 using the QuickBooks Connector.
QuickBooks Integration: Setting Revenue Items in Lever360Learn how revenue items link to QuickBooks Products/Services and flow through invoices, payments, and credit memos.
Pushing a Job to QuickBooksFollow these steps to create a Job/Customer in QuickBooks from a job in Lever360.
Creating Invoices and Payments and Sending them to QuickBooksA quick overview of the billing process and how Estimates/Revenues connect to Invoices, which then become Payments.
QuickBooks: Default QB Items to Revenue Items by Job TypeSet default QuickBooks items to revenue items by job type so revenue, invoices, and payments sync to the correct chart of accounts.