If you have already set up your Quickbooks integration by following these steps, you are now ready to Sync!
To Sync all of your Checking Account activity from Rho to Quickbooks, go to your Banking Tab, (the first icon on the black toolbar), and click on the "Sync Quickbooks" button on the left-hand side of the screen:
To Sync only one of your transactions to Quickbooks in Rho to QB, go to your Account Tab, scroll down on the page and select the desired transaction (under 'Pending Transactions' or 'Recent Transactions') to open the Transaction Details Window. Scroll to the bottom of the details window and select "sync" under the Quickbooks header:
IMPORTANT INTEGRATION NOTES:
This is a manual process. You must click this Sync Quickbooks button each time you would like to reconcile your Rho account in QB.
Your transactions will flow through to Quickbooks and appear in the CHART OF ACCOUNTS tab. If you've been using CSV uploads to sync your Rho account with Quickbooks so far, please give us a call. We'll get you set up.
When you connect QB to Rho, you will see a new account in your COA tab titled "RHO [Checking Account Digits]". This is your primary account and is required for your automatic account reconciliation. It's OK to rename this account, but please don't delete it, or your integration will not work.