Billing: QuickBooks TeamUnify Integration Guide
Admin Level - Financial Admin Full Access
Here is the TeamUnify QuickBooks Integration Quick Start Guide. You can also access this guide in the QuickBooks module.
- Chameleon users: In the side menu click Billing Admin > QuickBooks Import.
- New CMS users: In the side menu click Business Tools > Export for QuickBooks.
If you do not see this then please contact Support and let us know you want to activate it.
Note: This is only available if your billing system is active. Use the same procedure above to contact us if you want to activate your billing system.