QuickBooks integration — connect, sync, configure

Menu: Third Party Integration → QuickBooks integration

Connect and sync sales or journal data with QuickBooks using the sign-in, mapping, and history sections your page displays.

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If you do not see this screen

The integration may be disabled for your tenant or your user. Ask your administrator to turn QuickBooks on for the business first.

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How to set up QuickBooks integration

1. Connect through the branded sign-in window.
2. Map accounts or categories as each step explains.
3. Run sync or review last sync status from the dashboard area.

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Permissions

Reserved for finance or admin roles who may change accounting links.