QuickBooks integration - Revision history

Admin at 19:08, 2 February 2026

2026-02-02T19:08:32Z

← Older revision		Revision as of 19:08, 2 February 2026
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	{{#seo:		{{#seo:
	\|title=QuickBooks integration - SBPay.me		\|title=QuickBooks integration - SBPay.me
	\|description=~~Integrate~~ QuickBooks ~~with SimplyBook~~.me ~~for seamless accounting and invoicing~~. ~~Follow the guide to enable this feature!~~		\|description=Auto-create invoices or sales receipts in QuickBooks for paid orders. Sync transactions, configure deposit accounts, handle refunds. Requires SBPay.me integr...
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, setup, setup help, support, help content, accounting integration, quickbooks, quickbooks integration, invoicing integration, quickbooks sbpay,		\|keywords=faq, frequently asked questions, setup, setup help, support, help content, accounting integration, quickbooks, quickbooks integration, invoicing integration, quickbooks sbpay,

Admin at 10:36, 23 June 2025

2025-06-23T10:36:20Z

← Older revision		Revision as of 10:36, 23 June 2025
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	[[File:Icon quickbooks.png\|left]] This easy-to-set [https://sbpay.me SBPay.me] integration with [https://quickbooks.intuit.com/eu/pricing/ Quickbooks] allows you to automatically create invoices or sales receipts in QuickBooks for each paid order and send them to customers.		[[File:Icon quickbooks.png\|left]] This easy-to-set [https://sbpay.me SBPay.me] integration with [https://quickbooks.intuit.com/eu/pricing/ Quickbooks] allows you to automatically create invoices or sales receipts in QuickBooks for each paid order and send them to customers.
	<br><br>		<br><br>
	Video tutorial ~~[[File:Youtube-Logo.png\|link=https:/~~/~~www.~~youtube~~.com~~/~~watch?v=vx1WibTZ9_4]]~~		Video tutorial <p><youtube>vx1WibTZ9_4</youtube></p>
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Tania: Marked this version for translation

2025-05-15T15:19:01Z

Marked this version for translation

← Older revision		Revision as of 15:19, 15 May 2025
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	{{#seo:		{{#seo:
	\|title=QuickBooks integration - SBPay.me		\|title=QuickBooks integration - SBPay.me
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	[[File:Icon quickbooks.png\|left]] This easy-to-set [https://sbpay.me SBPay.me] integration with [https://quickbooks.intuit.com/eu/pricing/ Quickbooks] allows you to automatically create invoices or sales receipts in QuickBooks for each paid order and send them to customers.		[[File:Icon quickbooks.png\|left]] This easy-to-set [https://sbpay.me SBPay.me] integration with [https://quickbooks.intuit.com/eu/pricing/ Quickbooks] allows you to automatically create invoices or sales receipts in QuickBooks for each paid order and send them to customers.
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	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>
	*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The invoices which get generated on the QuickBooks side as the result of the integration won't include information about taxes and discounts, they will contain only the total amount. While the SimplyBook invoices contain information about the item price taxes/discounts (if any), and the total amount.</span>		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The invoices which get generated on the QuickBooks side as the result of the integration won't include information about taxes and discounts, they will contain only the total amount. While the SimplyBook invoices contain information about the item price taxes/discounts (if any), and the total amount.</span>
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	==How to set and use==		==How to set and use== <!--T:4-->

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	1. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page within your SBPay.me interface and click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable button next to QuickBooks.		1. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page within your SBPay.me interface and click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable button next to QuickBooks.
	[[File:Quickbooks enable path.png\|1200px\|center\|link=https://help.simplybook.me/images/1/13/Quickbooks_enable_path.png]]		[[File:Quickbooks enable path.png\|1200px\|center\|link=https://help.simplybook.me/images/1/13/Quickbooks_enable_path.png]]
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	2. Once enabled, click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect</span> button to proceed with setup.		2. Once enabled, click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect</span> button to proceed with setup.
	[[File:Quickbooks connect path.png\|1200px\|center\|link=https://help.simplybook.me/images/6/63/Quickbooks_connect_path.png]]		[[File:Quickbooks connect path.png\|1200px\|center\|link=https://help.simplybook.me/images/6/63/Quickbooks_connect_path.png]]
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	3. You will be prompted to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">log in</span> to your Quickbooks account to get connected. Or, if you are already logged in there in your browser, the connection will be set automatically after confirmation. You will also see SBPay.me in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Apps</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My Apps</span> section of QuickBooks.		3. You will be prompted to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">log in</span> to your Quickbooks account to get connected. Or, if you are already logged in there in your browser, the connection will be set automatically after confirmation. You will also see SBPay.me in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Apps</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My Apps</span> section of QuickBooks.
	[[File:Confirm quickbooks connection.png\|1200px\|center\|link=https://help.simplybook.me/images/f/fc/Confirm_quickbooks_connection.png]]		[[File:Confirm quickbooks connection.png\|1200px\|center\|link=https://help.simplybook.me/images/f/fc/Confirm_quickbooks_connection.png]]
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	4. After the systems are connected you will get access to the integration settings in the SBPay.me interface.		4. After the systems are connected you will get access to the integration settings in the SBPay.me interface.
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	5. Choose the transactional document type: There are two options: <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Sales Receipt</span>.		5. Choose the transactional document type: There are two options: <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Sales Receipt</span>.
	Invoice triggers the creation of both an invoice and its corresponding payment within QuickBooks for each fulfilled order on the SimplyBook side. Thus, you will see two records (Payment and Invoice) on the QuickBooks account associated with the same transaction.		Invoice triggers the creation of both an invoice and its corresponding payment within QuickBooks for each fulfilled order on the SimplyBook side. Thus, you will see two records (Payment and Invoice) on the QuickBooks account associated with the same transaction.
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	6. You can add a <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Deposit Account Name</span> and select the deposit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Account Type</span>.		6. You can add a <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Deposit Account Name</span> and select the deposit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Account Type</span>.
	It should be either <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Other Current Assets</span> or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Bank (Cash on Hand)</span> type.		It should be either <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Other Current Assets</span> or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Bank (Cash on Hand)</span> type.
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	7. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Skipping zero amount transactions</span> is enabled by default to exclude zero amount orders from being transferred to QuickBooks. For example, the transactions where the discount was applied and the resulting total is 0.		7. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Skipping zero amount transactions</span> is enabled by default to exclude zero amount orders from being transferred to QuickBooks. For example, the transactions where the discount was applied and the resulting total is 0.
	You can keep it as it is if you do not need to see such records in Quickbooks or disable if it is important to have them for your bookkeeping.		You can keep it as it is if you do not need to see such records in Quickbooks or disable if it is important to have them for your bookkeeping.
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	8. You can activate the automatic <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">creation of a Refund Receipt</span> entry in QuickBooks when a refund is made on the SBPay.me side. Please ensure to include the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Deposit Account Name</span> if you decide to enable this option as it is mandatory for refunds synchronisation.		8. You can activate the automatic <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">creation of a Refund Receipt</span> entry in QuickBooks when a refund is made on the SBPay.me side. Please ensure to include the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Deposit Account Name</span> if you decide to enable this option as it is mandatory for refunds synchronisation.
	[[File:Quickbooks rrefund receipts.png\|1200px\|center\|link=https://help.simplybook.me/images/5/57/Quickbooks_rrefund_receipts.png]]		[[File:Quickbooks rrefund receipts.png\|1200px\|center\|link=https://help.simplybook.me/images/5/57/Quickbooks_rrefund_receipts.png]]
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	9. There is also an option to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">send a transactional document</span>. If enabled, the client will also receive an invoice from QuickBooks in addition to other active notifications.<br>		9. There is also an option to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">send a transactional document</span>. If enabled, the client will also receive an invoice from QuickBooks in addition to other active notifications.<br>
	You can also add a note to be reflected in the Quickbooks invoices.		You can also add a note to be reflected in the Quickbooks invoices.
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	==Taxes==		==Taxes==
	To activate this option and pass taxes information to Quickbooks please check the "Add tax info to transaction document" in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Sales tax</span> in your SBPay.me interface. And select the corresponding tax location.		To activate this option and pass taxes information to Quickbooks please check the "Add tax info to transaction document" in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Sales tax</span> in your SBPay.me interface. And select the corresponding tax location.
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	:''<u>For Global tax location</u>''<br>		:''<u>For Global tax location</u>''<br>
	Also navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span> in SBPay.me interface, select the necessary tax and set the exact tax name as it is defined in QuickBooks.		Also navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span> in SBPay.me interface, select the necessary tax and set the exact tax name as it is defined in QuickBooks.
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	:''<u>For USA tax location</u>''<br>		:''<u>For USA tax location</u>''<br>
	For now it is only possible to use Automated Sales Tax (AST) as defined in QuickBooks. If you set the tax name set in SBPay.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span>, it will be ignored.<br>		For now it is only possible to use Automated Sales Tax (AST) as defined in QuickBooks. If you set the tax name set in SBPay.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span>, it will be ignored.<br>
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	* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Tax is always exclusive.</span>		* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Tax is always exclusive.</span>

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Tania at 15:18, 15 May 2025

2025-05-15T15:18:10Z

← Older revision		Revision as of 15:18, 15 May 2025
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	*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The invoices which get generated on the QuickBooks side as the result of the integration won't include information about taxes and discounts, they will contain only the total amount. While the SimplyBook invoices contain information about the item price taxes/discounts (if any), and the total amount.</span>		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The invoices which get generated on the QuickBooks side as the result of the integration won't include information about taxes and discounts, they will contain only the total amount. While the SimplyBook invoices contain information about the item price taxes/discounts (if any), and the total amount.</span>
	*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Multi-currency must be enabled in QuickBooks for transactional documents involving different currencies.</span>		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Multi-currency must be enabled in QuickBooks for transactional documents involving different currencies.</span>
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	You can also add a note to be reflected in the Quickbooks invoices.		You can also add a note to be reflected in the Quickbooks invoices.
	[[File:Quickbooks send transactional email.png\|1200px\|center\|link=https://help.simplybook.me/images/c/c3/Quickbooks_send_transactional_email.png]]		[[File:Quickbooks send transactional email.png\|1200px\|center\|link=https://help.simplybook.me/images/c/c3/Quickbooks_send_transactional_email.png]]
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	To activate this option and pass taxes information to Quickbooks please check the "Add tax info to transaction document" in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Sales tax</span> in your SBPay.me interface. And select the corresponding tax location.		To activate this option and pass taxes information to Quickbooks please check the "Add tax info to transaction document" in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Sales tax</span> in your SBPay.me interface. And select the corresponding tax location.
	[[File:Qb tax enable path.png\|1200px\|center\|link=https://help.simplybook.me/images/1/10/Qb_tax_enable_path.png]]		[[File:Qb tax enable path.png\|1200px\|center\|link=https://help.simplybook.me/images/1/10/Qb_tax_enable_path.png]]
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Tania at 15:17, 15 May 2025

2025-05-15T15:17:36Z

Show changes

Admin at 11:27, 12 December 2024

2024-12-12T11:27:37Z

← Older revision		Revision as of 11:27, 12 December 2024
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	{{#seo:		{{#seo:
	\|title=QuickBooks integration - SBPay.me		\|title=QuickBooks integration - SBPay.me
			\|description=Integrate QuickBooks with SimplyBook.me for seamless accounting and invoicing. Follow the guide to enable this feature!
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, setup, setup help, support, help content, accounting integration, quickbooks, quickbooks integration, invoicing integration, quickbooks sbpay,		\|keywords=faq, frequently asked questions, setup, setup help, support, help content, accounting integration, quickbooks, quickbooks integration, invoicing integration, quickbooks sbpay,

Admin: /* Taxes */

2024-01-25T11:37:34Z

Taxes

← Older revision		Revision as of 11:37, 25 January 2024
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	<br><br>		<br><br>
	==Taxes==		==Taxes==
	To activate this option and pass taxes information to Quickbooks please check the "Add tax info to transaction document" in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Sales tax</span> in your SBPay.me interface. And select the corresponding tax location.~~<br><br>~~		To activate this option and pass taxes information to Quickbooks please check the "Add tax info to transaction document" in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Sales tax</span> in your SBPay.me interface. And select the corresponding tax location.
	[[File:Qb tax enable path.png\|1200px\|center\|link=https://help.simplybook.me/images/1/10/Qb_tax_enable_path.png]]		[[File:Qb tax enable path.png\|1200px\|center\|link=https://help.simplybook.me/images/1/10/Qb_tax_enable_path.png]]
	''<u>For Global tax location</u>''<br>		<br><br>
			:''<u>For Global tax location</u>''<br>
	Also navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span> in SBPay.me interface, select the necessary tax and set the exact tax name as it is defined in QuickBooks.		Also navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span> in SBPay.me interface, select the necessary tax and set the exact tax name as it is defined in QuickBooks.
	[[File:Sbpay edit tax path.png\|1200px\|center\|link=https://help.simplybook.me/images/4/43/Sbpay_edit_tax_path.png]]		[[File:Sbpay edit tax path.png\|1200px\|center\|link=https://help.simplybook.me/images/4/43/Sbpay_edit_tax_path.png]]
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	<br><br>		<br><br>

	''<u>For USA tax location</u>''<br>		:''<u>For USA tax location</u>''<br>
	For now it is only possible to use Automated Sales Tax (AST) as defined in QuickBooks. If you set the tax name set in SBPay.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span>, it will be ignored.<br>		For now it is only possible to use Automated Sales Tax (AST) as defined in QuickBooks. If you set the tax name set in SBPay.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span>, it will be ignored.<br>
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Admin at 11:36, 25 January 2024

2024-01-25T11:36:44Z

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 You can also add a note to be reflected in the Quickbooks invoices.
 [[File:Quickbooks send transactional email.png|1200px|center|link=https://help.simplybook.me/images/c/c3/Quickbooks_send_transactional_email.png]]
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Admin at 11:21, 23 November 2023

2023-11-23T11:21:21Z

← Older revision		Revision as of 11:21, 23 November 2023
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	[[File:Icon quickbooks.png\|left]] This easy-to-set [https://sbpay.me SBPay.me] integration with [https://quickbooks.intuit.com/eu/pricing/ Quickbooks] allows you to automatically create invoices or sales receipts in QuickBooks for each paid order and send them to customers.		[[File:Icon quickbooks.png\|left]] This easy-to-set [https://sbpay.me SBPay.me] integration with [https://quickbooks.intuit.com/eu/pricing/ Quickbooks] allows you to automatically create invoices or sales receipts in QuickBooks for each paid order and send them to customers.
	<br><br>		<br><br>
			Video tutorial [[File:Youtube-Logo.png\|link=https://www.youtube.com/watch?v=vx1WibTZ9_4]]


	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>
	*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The invoices which get generated on the QuickBooks side as the result of the integration won't include information about taxes and discounts, they will contain only the total amount. While the SimplyBook invoices contain information about the item price taxes/discounts (if any), and the total amount.</span>		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The invoices which get generated on the QuickBooks side as the result of the integration won't include information about taxes and discounts, they will contain only the total amount. While the SimplyBook invoices contain information about the item price taxes/discounts (if any), and the total amount.</span>

Admin at 13:16, 13 October 2023

2023-10-13T13:16:32Z

← Older revision		Revision as of 13:16, 13 October 2023
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	\|title=QuickBooks integration - SBPay.me		\|title=QuickBooks integration - SBPay.me
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions~~, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling~~, setup, setup help, support, help content, accounting integration, quickbooks, quickbooks integration, invoicing integration, quickbooks sbpay,		\|keywords=faq, frequently asked questions, setup, setup help, support, help content, accounting integration, quickbooks, quickbooks integration, invoicing integration, quickbooks sbpay,
	}}		}}