QuickBooks® Online® - Setting Up the Connection
Follow these steps to set up an accounting connection in CCC ONE for QuickBooks Online.
To set up the connection
- Select Configure > Accounting Connections. The Accounting Connections screen opens.
- Select New Accounting Connection from the toolbar. The Untitled - Accounting Connection screen opens.
- From the Connection tab, enter the name of the connection you want to use in the Accounting Connection Name field.
- Select QuickBooks Online from the Accounting Package droplist.
- Enter the chart of accounts name or chart of accounts number in the A/R G/L Account and A/P G/L Account fields.
- Select a Customer Export Format option.
- If needed, select the Use insurance company if exists on workfile option.
- Select Yes or No from the Export Negative Supplements droplist.
- Select the Location tab to continue setting up the connection.
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Click Save and Close from the toolbar. Your changes are saved and the Accounting Connection screen closes.
Note: Refer to the QuickBooks Online documentation to look up the QuickBooks Class Name value.