QB Quick Start Guide

Click the Settings tab and then enter B4T Firm ID and Username in first section “Bill4Time Settings”
 

In section “QuickBooks Settings” click subscribe and it launches QB Online

In the “QuickBooks Items” section make sure all white boxes have the item name typed in exactly as they appear in QB online in the item list.

Note: If it any of the QuickBooks Items from the white boxes in the connecter, are not in the item list in the firms QuickBooks, then the user needs to add it to their items following the steps in the next section. 

LAST STEP: Then select Save Settings and Test All Settings and when you get 3 green checkmarks you are all set!

Steps from QuickBooks to find Item List: 

If you’re using QuickBooks Online, items are called products and services. You can find them in your account by following the steps in this article -  Add, edit, and delete items in QB, referenced below. 

1. Go to the Gear icon at the top right. 

2. Select Products and Services under Lists
 

However, if you’re using QuickBooks Desktop, go to the Lists menu at the top and select Item list from the option