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Connect QuickBooks

Use this guide to add a QuickBooks company to the workspace you are managing.

  • Open the workspace that should contain the company.
  • Sign in with a QuickBooks account that is allowed to authorize that company.
  1. In Connect, choose Connectors in the sidebar.
  2. Choose QuickBooks Online.
  3. Select Connect to QuickBooks.
  4. On the QuickBooks page, sign in and choose the company to connect.
  5. Complete the QuickBooks prompts, then return to Connect.

When the connection is complete, the company appears in the QuickBooks Online list with an Active status. You can return to Connectors whenever you need to review the company or manage who can use it.

If you cannot see the company you expected, check that you are in the right Connect workspace, signed in to the right QuickBooks account, and allowed to connect that company.