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QuickBooks Enterprise Settings: How to see a particular account as the A/P account when processing Invoices?
QuickBooks Enterprise Settings: How to see a particular account as the A/P account when processing Invoices?
Updated over 2 months ago

Prerequisites

  • Ensure you have admin access on ProcureDesk and know the account name you need.

Step-by-Step Instructions

Step 1: Copy the A/P Account Name

  • Copy the account name you need from QuickBooks Enterprise.

Step 2: Access the Admin Console

  • Log in and navigate to the admin side on ProcureDesk.

Step 3: Go to System Integration

  • Navigate to the "Configuration" section.

  • Select "System Integration" from the menu.

Step 4: Edit Invoice Settings

  • Click on the pencil icon under "Actions" next to the invoice settings you want to edit.

  • Navigate to the "Custom 6" field.

  • Paste the copied account name into the "Custom 6" field.

Step 5: Save the Changes

  • Click "Save" to apply the changes.

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