Checklist: Initial DPS Activation, Setup, and Integration with QuickBooks

You must complete setup steps before you start using DPS with QuickBooks Online.

The integration works only with QuickBooks Online and not with other QuickBooks products.

Activation, Setup, and Integration

Step Description Help Topic
1 Create an Intuit developer account. Create an Intuit Developer Account
2 Set up an Intuit app for DPS. Create an Intuit App for DPS
3 Log in to DPS and complete the steps to activate DPS and log out. Activation
4

Log in to DPS with setup credentials.

4a

In the DPS Navigation pane, select Utilities > Integrations > QuickBooks, and complete the setup for the QuickBooks integration.

If needed, you can also complete the QuickBooks integration setup after the initial setup by logging in to DPS without the setup credentials.

  1. Enable QB Integration and Connect QuickBooks Online with DPS
  2. Run the Initialization to Copy QuickBooks Online Records to DPS for the First Time
  3. Set the Frequency for Automatic Updating Between QuickBooks Online and DPS
  4. Optional: Select Advanced Options
  5. Map General Ledger Accounts
  6. Map Tax Codes if You Use Tax Codes
  7. Map a Vendor Record to an Employee Record
4b

In the DPS navigation pane in the Setup section, open and complete the setup for each of the following:

  • Project (Engagement) Control
  • Time
  • Expense
  • Billing
  • Resource Planning
  • CRM
  • Labels and List
Setup
5

Log in to DPS without setup credentials and complete other setup in the Settings section in the Navigation pane in both the browser and desktop application.

Settings
6 In DPS in Settings > Security > Roles, set up security for DPS. Security is maintained separately for QuickBooks Online and DPS. Security
Parent Topic: QuickBooks Integration Utility