Step-by-Step Guide to Configure QuickBooks Settings for Efficient Financial Management

STEP 1: Click on "Settings" to Access Configuration Options

• Navigate to the left sidebar of the dashboard.
• Locate and click on the "Settings" option highlighted in red.
• This action will take you to the settings configuration page for further adjustments.

STEP 2: Click on "Finance Settings"

• Navigate to the "Finance Settings" option in the sidebar menu.
• Click on the highlighted "Finance Settings" link to access financial configuration options.
• Ensure to fill in all required fields marked with an asterisk (*) in the Company Settings form.
• After making changes, remember to click the "Save" button to apply your updates.

STEP 3: Select "Quickbooks Settings"

• Click on Quickbooks Settings in the Finance Settings menu.
• Ensure you are on the Invoice Settings tab.
• Review the fields available for configuration, including:
  • Invoice Logo
  • Language
  • Send Reminder Before
  • Show Tax number on invoice
  • Show Status (checkbox)
  • Client info to show on invoice (various checkboxes)
  • Terms and Conditions section.

STEP 4: Select "Status Checkbox"

• Click on the "Status" checkbox to enable or disable it.
• Ensure the checkbox is marked if you want to activate the status feature.
• After making your selection, remember to click the "Save" button to apply changes.

STEP 5: Select "Environment" from the Dropdown

• Click on the "Select Environment" dropdown.
• Choose the desired environment (e.g., "Live" or "Sandbox").
• Ensure the selection aligns with your operational needs.
• Proceed to the next step by entering the "Client ID".

STEP 6: Enter "Client ID"

• Click on the "Client ID" field (marked with a red border).
• Input the required Client ID (indicated by the asterisk *).
• Ensure all necessary fields are filled before proceeding.
• Review any error messages below the input fields for guidance.

STEP 7: Enter "Client Secret"

• Click on the "Client Secret" field to input your secret key.
• Ensure the field marked with an asterisk (*) is filled, as it is required.
• Review any additional instructions or warnings displayed below the input area.
• Proceed to the next step by clicking the "Copy Icon" after entering the necessary information.

STEP 8: Click on "Copy Icon" to Copy Quickbooks Redirect URL

• Locate the "Quickbooks Redirect URL" field.
• Click on the "Copy" icon next to the URL to copy it to your clipboard.
• Ensure the URL is copied successfully for use in Quickbooks app settings.
• Proceed to the next step by clicking on the "Save Button".

STEP 9: Click on "Save" to Confirm Quickbooks Settings

• Ensure all required fields (marked with *) are filled.
• Click the Save button to save your Quickbooks settings.
• Review any error messages below the form before saving.
• Confirm that the settings are correctly saved for future use.