Once you have your QuickBooks Online account connect to Ressio, and your cost codes synced, you now will need to link your Ressio project to the right customer or project within QuickBooks.
Note: If you have not connected your QuickBooks Online account or set up your cost codes, check out our knowledge base document on how to do so here. You will not be able to complete the below tasks until the above is completed.
Note: If you have questions about QuickBooks Online "customers" vs "projects", please check out the QuickBooks support site.
- From an existing Ressio project, navigate to the Project details page
- Select the Financials tab and ensure the Budget Organization setting is set to Cost Code
- Select the Connect to QuickBooks dropdown and search for the correct QuickBooks Online customer or project
- Click the Connect Project button
Learn more
To learn more about using specific functionality of the Ressio / QuickBooks Online integration check out more knowledge base documents linked below:
Learn more: Syncing budget actuals from QuickBooks Online
If you still have unanswered questions or need further assistance, please don't hesitate to reach out to our dedicated support team at support@ressiosoftware.com. We're here to help!