video1.0<iframe src="https://www.loom.com/embed/79a303d4df3b454696d719a3c94449cf" frameborder="0" width="1224" height="918" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9181224Loomhttps://www.loom.com9181224https://cdn.loom.com/sessions/thumbnails/79a303d4df3b454696d719a3c94449cf-1ed83ecc93309f9b.gif230.997In this video, I walk you through the process of connecting an OpenCase staging account to a QuickBooks sandbox environment. We start by ensuring our QuickBooks account is empty and ready for integration, and I demonstrate how to connect it through the developers page. I also highlight the importance of verifying the income account name, which defaults to "sales of product income," and how to check its existence in QuickBooks. Additionally, if you're planning to use tax integrations, you'll need to configure the appropriate tax account as well. Please follow along and complete the payment link using a test card to finalize the setup.