Add payment methods by clicking he Payment Method button and adding a new method.ģC Connect will warn you when you synchronize invoices and payment methods have not been mapped.
You'll see a list of all of your current QuickBooks payment methods. To manage your payment methods in QuickBooks, select Lists > Customer & Vendor Profile Lists > Payment Method List. To set them up, simply set which 3C Connect payment method corresponds to your QuickBooks payment methods in the dropdown. If payments aren't mapped in 3C Connect, they won't be synchronized to QuickBooks. To view and manage your accounts in QuickBooks, select Chart of Accounts from the Lists menu in QuickBooks Desktop.Ĭoordinate payment methods between 3C Connect and QuickBooks. You'll want to choose which QuickBooks account you'd like to use. See the section on class mapping below for more details. 3C Connect doesn't support funneling transactions to different accounts based on departments (like maintenance, tune-ups or installs), but tracking these departments is available through classes. Most users create accounts in QuickBooks to serve as high-level categories for their transactions such as income and expenses accounts. Route data from 3C Connect to a specific QuickBooks account. We recommend activating synchronization for customers and invoices. If you plan to synchronize your customers and invoices between 3C Connect and QuickBooks, it's important to activate the appropriate settings in 3C Connect. This article is specific to QuickBooks Desktop and does not cover configuring QuickBooks Online.Ĭonfigure your QuickBooks synchronization settings, class and tax mappings by navigating to the General Settings page under the QuickBooks heading of the 3C Connect settings menu.
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