Watch below as Andie, Ivy's QBO integration expert, walks through some frequently asked questions she receives from users:

  • Recommended account settings to turn on/off in QBO 

  • How unapplied payments (proposal payments, retainer payments) sync to QBO

  • How to manage POs, Bills, Bill Payments, and more in Ivy

  • How transaction fees sync from Ivy to QBO 

  • How to address some common sync errors (HINT: Never delete things in QBO!!

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