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.

 

Overview

Accounting Connections

Express Setup

 

 

 

 

 

 

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