How to Set up QuickBooks Settings


The screenshots below show how to add a General Ledger account to match a Fund in Eleo.


1. Hover over Sales and select Products and Services.

2. Select the New button to create a new Product/Service in QuickBooks to matcha Fund in Eleo.

After you Save and Close your new Product/Service, refresh your Eleo screen. The new Product/Service should be listed in your Credit drop-down.


Before:

After:

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