Customers: We’ll import all your Customers from QuickBooks as Customers in Zoho Expense.Once imported, you can change the user role. Employees: We’ll import your employees who have their email addresses listed in QuickBooks Desktop, as Submitters to Zoho Expense. ![]() Accounts: By default, we’ll import the Expense accounts and their Sub-Accounts as categories in Zoho Expense and mark the existing categories as inactive.The following can be imported from QuickBooks Desktop: You need to configure two important processes: Once that’s done, configure the import and export preferences.If you have multiple organizations in Zoho Expense, select the organization you would like to connect with QuickBooks Desktop and click Next.Copy the file location under ‘ File information’ and paste it in the connector.To obtain the file location, go to the QuickBooks Desktop company which you would like to connect with Zoho Expense and press Ctrl+1.Open the connector and enter the file location of your QuickBooks Desktop application. ![]()
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