Create It: Syncing a Test Transaction to QuickBooks

It’s your turn to sync a test transaction to QuickBooks.  

1. Starting from any page of the CRM, select the Dashboards menu from the navigation bar.

2. Select the Mission Control Dashboard option.

3. Find the Sync widget.

4. Select the View Unsynced Transactions link on the Sync widget tile.

5. Select the checkbox for each transaction you want to sync.

6. Next, select the Synchronize Transactions link.

7. Select the Update Sync View button to update the page and see which transactions are remaining.

If there are any additional transactions that need to be synced, follow the steps again to sync remaining transactions.