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How do I configure and set up QuickBooks with Vtiger?

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Configuring QuickBooks will help establish a connection between Vtiger and QuickBooks. This is a one-time process.
Follow these steps to configure and set up QuickBooks:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to the List View of Contacts/Products/Services/Invoices/Vendors module.
  4. Click the Sync button on the top.
  5. Select QuickBooks.
  6. Click Configure.
  7. Choose your QuickBooks edition from the drop-down.
  8. Click Proceed.
  9. Read the prerequisites carefully and click Connect with QuickBooks.
    1. If you are not logged into QuickBooks, you need to sign in using your QuickBooks credentials.
    2. If you are logged in, an authorization popup will appear. Click Authorize to proceed. Next, you will be redirected to the Vtiger QuickBooks page.
  10. Select Income Account and Expense Account details, which will be used while synchronizing products/services from Vtiger to QuickBooks.
  11. Click Save settings to proceed with the account mapping.
You will then be redirected to the Sync Settings window where you will have to set up the sync.

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