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Connecting the Sync

This article will show you how to connect your system to your Quickbooks:

Quick Reference Video Summary:

  • Navigate to Accounting > Accounting Sync
  • Select Connect to Quickbooks button on the bottom right corner
    • If you are already logged into QB Online in your browser you will not have to enter your username and password; if you are not logged into QB Online already, the button will produce a modal for you to enter your credentials
    • Once you are logged in, click on the blue Connect button to initiate the connection
  • Once you finish connecting using the steps above, the modal will collapse, and the Accounting Sync screen will refresh
    • You will notice now that you are connected, an orange button to Disconnect from Quickbooks will now be available