This guide is being written. The topics below show what it will cover.
Planned topics
- Review the prerequisites shown during setup.
- Connect QuickBooks and choose the required account and tax options.
- Explain client and job sync switches.
- Describe what creating and updating records sends to QuickBooks.
- Explain which changes made directly in QuickBooks do not return to MountMonitor.
- Find help for mismatched or disconnected records.