Use Books and connect QuickBooks

Books is where you connect a business bank, review transactions, match them to recorded payments, and assign categories. Reports are under Money, then Reports.

To connect QuickBooks:

1. Open Settings, then Accounting.
2. Connect QuickBooks and complete its authorization.
3. Check the connection and map the accounts.
4. Return to Accounting if you need to disconnect or remove an expired connection.

An owner manages the connection. Disconnecting does not delete jobs or other MyExpertPros records.