How to Add/Configure QuickBooks
Enable the QuickBooks Add-On
- Log into https:/portal.pdrmobile.com and navigate to My Account -> Billing and select 'Change plan'.
- Enable the QuickBooks add-on and agree to the terms.
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Configure QuickBooks Online
- Log into your QuickBooks Online account and navigate to Sales -> Product and services.
- Select 'New' and choose 'Service'.
- Add the new product service exactly as shown.
Connect your PDR Mobile Account to QuickBooks
- Log into https://portal.pdrmobile.com and navigate to 'Services' using the avatar icon menu in the upper-right.
- Select 'Connect' and sign into your QuickBooks Online account.
- Choose an expense account to map with tech payables (optional).