QuickBooks Integration

Choose a topic below to learn more about the QuickBooks Integration with the Disbursement and JIB Manager.

  • How the integration works
  • Specifying the QuickBooks Company to Integrate With
  • Integrating for the First Time
  • Integrated Application Preferences
  • Opening SherWare and QuickBooks
  • Synchronization Problems
  • QuickBooks Interface
  • Users and Roles
  • Vendor Setup
  • Terms Setup
  • Account Setup
  • Well Revenue/Expense Entry
  • Pay Bills
  • Print Checks
  • Receive Payments
  • Merging Records
  • Class Tracking
  • Paying Taxes
  • QuickBooks Closing Dates
  • Editing What SherWare Posted
  • Posting a Closed Revenue Run
  • Clearing Account Reconciliation
  • VISTA Operating System

    QuickBooks is a registered trademark and service mark of Intuit Inc., in the United States and other countries. For use with U.S. editions of QuickBooks only.

    • © SherWare, Inc., 2023 • Updated: 07/28/14
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