How to adapt the PivoHub settings to those of Quickbooks?

Before performing an import, you will need to make sure that your Quickbook informations are correctly entered in your PivoHub account.

Step 1: From the main menu, select "Export". 

Export

Step 2: Select "Settings".

Partamètres

Step 3: In your Quickbooks account, find the name of your "Revenue Account", your "Deposit Account" and your "Discount Account". 

Note 50-1If you don't already have these accounts in your "Quickbooks", you will need to create them. Learn how to do so by clicking here

Step 4: Add the names of these accounts in the space provided on your PivoHub account. 

Paramètres - compte de ventes

Paramètre compte deposit

Paramètres rabais

Step 5: Once you have entered the information, click on "Save". 

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