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Jul 25, 2024 4:53 AM UTC
Question

We need 3rd party service provider who will do the uploading of the Beginning Balances of our books

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1 reply

Jul 25, 2024 5:25 AM UTC

Hello, @user6de495bf. I'll provide some steps on how to integrate a third-party app in QuickBooks Online (QBO).

 

Before we proceed, please know that not all third-party applications can be integrated with QuickBooks. To find out if a there's an available service provider who will process the uploading of the beginning balances to QBO, lets go to the Apps center. 
 

Here's how:

 

  1. From the left menu, select Apps.
  2. Head to the Find apps section.
  3. Look for the app in the search bar or click the Browse category drop-down.
     

Once you're able to find the third-party app, you can go ahead and download it.

 

In addition, to ensure you're bank statements are always balanced and accurate, check out this article: Reconcile an account in QuickBooks Online. 

 

If you have further questions or concerns about third-party integration process in QBO, please let us know. We're always here to help. Have a good one.