J.P. Morgan Next

Learn how to set up an integration between your transactions and your QuickBooks Desktop software.

Set up the QuickBooks Desktop integration

Learn how to stage transactions to be included with your next sync with the QuickBooks Desktop integration.

Stage the QuickBooks Desktop integration sync with J.P. Morgan Next

Learn how to run the sync between J.P. Morgan Next and QuickBooks Desktop from the Sync Dashboard.

Run the QuickBooks Desktop integration sync

QuickBooks Desktop

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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