Quickbooks Online
QuickBooks
Connecting with QBO 1. On the main menu, select Finance › Settings. 2. Scroll down to “Accounting” section or select it from the navigation on the top left of the page. 3. Make sure...
Pairing Data
If you already have some data that exists both in Streamline and in your QBO account, you can choose to pair them. Streamline allows pairing of various types of data....
Pairing Items
You can pair items from your QBO account after you have successfully connected Streamline with QBO.
Pairing Customers
You can pair customers from your QBO account after you have successfully connected Streamline with QBO.
Pairing Bank Accounts
Exporting Data
If you have some data that exists only in Streamline but not in your QBO account, you can choose to export it to QBO. If data exists in both Streamline...
Exporting Items
On the QBO Dashboard page, select Exporting › Items. Select items you want to export and press the green button “Export” at the top of the page. If an item...
Exporting Customers
On the QBO Dashboard page, select Exporting › Customers. Select customers you want to export and press the green button “Export” at the top of the page. If a customer...
Exporting Invoices
Common Errors When Exporting Invoices Error: Invalid reference Id : Categories cannot be used in transactions. Solution: One or more items in an invoice is mapped to an item in QBO that...
Exporting Report
For an invoice to be exported successfully, the customer in the invoice as well as all of the items have to exist in your QBO account prior to exporting. If...
Allow ACH & Credit Card Payments for Exported Invoices
Exporting Classes in Invoices
Exporting While Publishing
Exporting Boomerang Sales
Importing Items
You can import items from your QBO account after you have successfully connected Streamline with QBO, as explained HERE. Here you will see all of your items from QBO which...
Importing Customers
On the QBO Dashboard page, select Importing › Customers.
Importing Payments
By default, Streamline is listening for any payment received in your QBO account and will try to import those payments into your Streamline. If you want to customize this option...
