When we enable the integration with your QuickBooks Desktop Web-connector, we pull in your Chart of Accounts and Payee information directly from QuickBooks. However, if you add new GL accounts or Vendor payees to QuickBooks after the initial integration, you can still add these to your Books account by following the steps below:
- Make sure the new payees have been added to your QuickBooks Desktop account.
- Login to Books and make sure you do not have any Bills or Credits selected (that you do NOT want imported into QuickBooks) on the Ready to Sync tab located within the Bills & Credits page. This is because the next step involves a Web-connector sync which will pull in anything selected.
- With Books open, also open the WebConnector from your QuickBooks account, select the correct company file with the store name, and click "Update Selected." You'll see the sync start to process in the web connector. Once that is complete, the payees will be available in Books.
