MS Ledger
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First-run setup

7 steps to go live: connect CRM, choose a cutover date, import your QBO trial balance, map the chart of accounts, connect bank accounts, invite teammates, then run the go-live checklist.

  1. 1. Connect CRM
  2. 2. Choose cutover date
  3. 3. Upload trial balance
  4. 4. Map accounts
  5. 5. Connect bank accounts
  6. 6. Invite teammates
  7. 7. Go live

1. Connect CRM

MS Ledger reads your CRM customers, vendors, jobs, and invoices via the gateway. The gateway handles the JWT.

Open CRM credential setup ↗