**If you handle multiple currencies, you will need to ensure you have multi currency enabled on Quickbooks before you can add any additional currencies to your account: 

(In Quickbooks: 'Settings' > 'Account and Settings' > 'Advanced' > 'Currency' > 'Multi Currency'>'Manage Currencies')

To add any required additional currencies: 

(In Quickbooks: 'Settings' > 'Lists' > 'Currencies' > 'Add Currency' > 'Add')

'Settings' > 'Company Settings' > 'Sales' > 'Sales Form Content' > Edit/Pencil icon > 'Discount' switch on

Ensure your address is set up and base country is selected on your Quickbooks account.

'Taxes' > 'Set Up VAT'/ 'Set up Automatic Sales Tax'

Once set up/If already set up: 'Taxes' > 'Edit VAT' > 'Edit Rates' > then toggle on the below options

**if you already recently logged into Quickbooks on a separate tab, you may not be requested to log in again 

...and click 'Connect'

Populate the Generic Product Name, Generic Freight Name (Transport Charge) and Generic Discount Name fields with the names of the relevant Nominal Codes in QuickBooks. Generic Deposit Invoice Name is only relevant to our Italian clients who must invoice deposits.

After the first import you will assign these NAMES to the relevant Nominal Code in QuickBooks - see the next lesson for reference

You will also need to complete the TAX fields. What you enter may differ from UK/EU to USA

Here is an example of what a UK/EU system might look like

Here is an example of what a USA system might look like:

If you select PDF upload - here is what it looks like in Quickbooks - the Zedonk invoice has been uploaded to the relevant entry in Quickbooks.

1. Click 'Test Connection' to conduct the test (after you have connected to Quickbooks)

2. Results will be listed in the text field

3. Once successful, click 'Save Settings'.

You are now taken to the Sync page.