Step 4 > You're Done - A Checklist Before You Start Syncing

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.

Paul is the author of this solution article.

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