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Configure the QuickBooks Online Integration
Configure the QuickBooks Online Integration
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How to activate the Quickbooks Online Integration.

The Quickbooks Integration must be activated, before the QBO account can be configured.

Note: This can only be done by a firm administrator or someone with the “administration settings page access” advanced permission.

  • Navigate to the Icon in the top right corner of your account and select Account Settings.

  • Scroll to Integrations.

  • Locate QuickBooks Online, click Configure.

  • A pop-up window will appear.

  • Select a Category.

  • Note: Sub Categories are not available.

  • Click Save.

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