How to connect QuickBooks?

Login -> Dashboard -> Settings-> Billing Syncing

Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
From there select settings and choose the subhead “organization”.
Under the organization choose billing syncing, a new window will open.
You will be promoted to various options.
To connect with QuickBooks, choose QuickBooks.
Fill in the required details to connect.

Updated on: 31/03/2023