How do we integrate eForms and QBO

Introduction

There is a feature on Justlogin wherein we can directly integrate eForms to QBO. This guide will show you how it is done step by step.

Steps

NOTE: This has to be done on Classic

Step 1: Switch to Classic mceclip2.png

Step 2: Go to  mceclip3.png

Step 3: Click on mceclip4.png

Step 4: Click on Connect to Quickbooks

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Step 5: Once connected, please go to mceclip6.png

Step 6: Click on mceclip7.png

Step 7: Click on mceclip8.png

Step 8: Please put a tick inside the checkbox that says Integrate with Quickbooks Online

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Step 9: Once you have put a tick, you will see the page below. Please indicate the data on the "Paid From" field. This will ensure that the transfer to QBO will be successful.

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Step 10: You can then setup the account codes you have created on your Quickbooks Online Account to the page above.

ADDITIONAL NOTES: 

Once properly integrated, forms that have been submitted and for reimbursement status will show up on your Quickbooks account.

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