Quickbooks – View or Modify Email Addresses and Account Name Values

This section of Arranging Director Admin allows you to view or modify the email addresses and bank accounts used when exporting data to Quickbooks.

Navigate to System Settings > Arranging Director Admin > Financial & Quickbooks Setup and Maintenance

• Bank Account Name – enter the bank account name that is used in Quickbooks. The name must match exactly, otherwise, when the data is imported to Quickbooks, a new account and class will be created. Do not change these values unless you are absolutely sure they are correct.
• Email Addresses to send Import Files – enter the email address(es) that you wish to receive the import files at.