Steps to Integrate Casengine with QuickBooks

Step 1: Authenticate QuickBooks Account

1. As an admin, navigate to the Settings page in Casengine.

2. Under the Common Master section, click on the 'App Settings' link.

3. Open the 'Integrations' tab.

4. Enable QuickBooks integration and submit.

5. Click on the 'QuickBook Connect' button.

6. You will be redirected to your QuickBooks account for authentication. Login to the QuickBooks account.

7. Allow Casengine to access your QuickBooks account.

Step 2: Map Clients Between Casengine and QuickBooks

1. From the Settings page, open 'Client Mapping QuickBooks' under the Accounting section.

2. Map your Casengine account with your QuickBooks account by selecting the QuickBooks client name.

3. Click the 'Update' button to save the mapping.

4. Note: Each client has to be updated individually. Once a client is mapped, it cannot be changed.

Step 3: Configure Stage Mapping for QuickBooks

1. Open 'Stage Mapping for QuickBooks' under the Accounting section in the Settings page.

2. Select the service under which the entry from Casengine will be created in QuickBooks.

3. Specify whether the entry will be taxable or not.

4. Note: Once the mapping is done, it cannot be changed.

Step 4: Create Your First Invoice

1. Navigate to 'Payment Due' under the Accounting section.

2. Click the '+' button to create a new invoice.

3. Select the client for which you want to create the invoice.

   - Note: Only clients mapped with QuickBooks will appear in the list.

4. Select the entries that you want to include in the invoice.

5. Submit to create the invoice in QuickBooks.