Step 5: Set-Up Verification

When Steps 1 – 3c (or 1-4 if applicable) in the QuickBooks Configuration Wizard are complete, check the box to confirm that the integration steps have been successful and click on the Confirm Set-Up Complete button located at the bottom of the page.

Once the set-up has been verified, whenever you save a contract, it will schedule the contract to be pushed to QuickBooks as an invoice.

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