Setting Up an Accounting Connection Using Express Setup

Follow these steps to set up an accounting connection using Express Setup in order to create a connection to your accounting software.

To set up an accounting connection using Express Setup

1. Select Dashboards > Quick Start from the menu bar.
   
2. Click on the Express Setup link from the lower right corner of the screen.
   
   - or -
   
   Select Help > Express Setup from the menu bar.
3. Click on the New Accounting Connection link from the Accounting section, . The Accounting Connection screen opens.
4. Enter the information in the fields and tabs provided.