How to use your QBO Credit Card in DEAR like all other bank account :-)
1- Create your credit card in QBO and use your bank connexion to auto-sync transactions into your QBO account like other bank account.
2- Sync DEAR/QBO
3- Go back to QBO and change the account type to BANK
4- Sync DEAR/QBO (Your CC now show up in BANK)
5- Go back to QBO again and switch back to Credit Card type of account
6- Sync DEAR/QBO (Your CC now STAYS in BANK account list
7- Now if you create a bank transfer from a bank account to DEAR or a transaction in DEAR, it will sync in QBO and MATCH auto-sync transaction for reconcilation.
Cheers :-)
Hello,
Could you please send these questions to support@dearsystems.com
Regards,
Rodney.