For the QuickBooks side, assuming you already have contacts/entities that you’ll be invoicing, the TRN/TIN of each contact must match the TRN/TIN of the corresponding entity created in our app. This ensures that the invoices can sync correctly and appear in the app.
There’s no separate sign-up or onboarding required on the QuickBooks side. We’ll assist you by explaining the integration and setup once you’re onboarded.
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