After connecting your accounting software (QuickBooks or Xero) to Vault, the next step is to link your Vault accounts to your Chart of Accounts in QuickBooks or Xero.
Before proceeding, please make sure that your Chart of Accounts is set up in your accounting software.
Link to an existing account in QuickBooks that you’ve already set up for Vault.
Create a new account in QuickBooks as part of the connection process.
