Getting Started with the QuickBooks Desktop Integration

Be sure to review QuickBooks Desktop Integration FAQs for important information.

  1. Purchase the QuickBooks Desktop Integration from the MeevoXchange.
  2. Wait for your order to complete. The Quickbooks Desktop tile will not appear in Meevo until the order is finished processing, which can take up to 20 minutes.

Tip: Check back in the MeevoXchange every 5 minutes or so and select any tile. If your order is still processing, an "order in progress" message will appear. If no message appears, the order is complete, and you can proceed to the next step.

  1. Once your order is finished processing, log out of Meevo and log back into Meevo.
  2. If you did not have any integrations set up previously, the Meevo Integration tab will be there now. Verify that you can see the Integration tab and the Quickbooks Desktop tile.

  3. You are now ready to set up the QuickBooks Desktop Integration in Meevo!

 

Next steps after adding the integration

Someone from our Business Support team will be reaching out to assist with setup. You can also contact us directly at (973) 402-8801.

In the meantime, here are a few resources you can review:

  1. Start with Best Practices for the QuickBooks Integration.
  2. Then, head over to Creating a New Connection to QuickBooks Desktop and Setting Up QuickBooks Accounts and Payment Types to get started setting up the integration in Meevo.