How to pull in existing QuickBooks transactions during the set up process

When you set up the QuickBooks integration, by default we only pull in future transactions.  You can select to pull in transactions from the last 90 days by following the instructions below:

1. Go to Clients & Workspaces
2. At the top of the Client Task panel click the actions icon (...)
3. Select the option to Sync transactions from the last 90 days