Quote Originally Posted by milobloom
I suppose it goes without saying that I should fully understand and configure the quickbooks side before importing data,,,,
Yup, QB has to be fully set up and functional, and then in QBI all the configuration settings in red have to be set properly, and the payments and discounts set up and matched as needed. Don't skip any steps in the QBI manual, and then it will all work great!

Thanks,
Adam