To start using the QuickBooks integration, navigate to the /Settings/Integration section under the Administration menu. From here, the Administrator or agency owner can quickly establish a connection with their QuickBooks account. The setup process is simple and can be completed in just two steps.

Once the QuickBooks link is established, all financial activities within our platform—such as payments received, voided transactions, invoices, and receipts—are automatically synchronized with your agency's QuickBooks account. This seamless integration helps to eliminate manual entry and ensures accuracy in your financial records.

By using QuickBooks integration, you not only streamline your financial management but also reduce the likelihood of errors, giving you more time to focus on growing your business. With all transactions recorded and up-to-date, managing your agency’s finances becomes effortless.