To integrate your WorkPal system with QuickBooks follow the next step.

First click the WP in the top right of the screen. Go to Preferences.

Within Preferences go to the Quotes/Invoices section. Here you can select an Accountancy Package.

Select QuickBooks, add your QuickBooks ID.

Your QuickBooks ID can be found in QuickBooks under the Settings > Subscriptions and Billing page

 

 

 

 

 

 

 

 

 

Click green the Connect to QuickBooks button.

When the QuickBooks window pops up, login with your QuickBooks account.

After this you can click the Get VAT Rates button in WorkPal, this pulls through the QuickBooks VAT Rate list.

Select the Default VAT Rate you would like new Clients to use.

Click the Update button at the top right to save the changes.

Next, go to any of your invoices and export them to QuickBooks by clicking on the QuickBooks Export button.