So you've completed the QuickBooks Online Setup.
Lets do a quick recap before we move onto Setting up ConnectWise.
Things you need to have completed before moving to the ConnectWise setup steps.
QuickBooks Online Setup
- Enabled Account Numbers for your Chart of Accounts.
- Added numbers to all of your Chart of Accounts.
- Setup at least one Tax Group in QuickBooks Online
- Setup Matching Payment Terms between ConnectWise and QuickBooks Online.
Once you have the above checked off, you are now ready to start the ConnectWise Setup Steps.