4.10. Integration with Quickbooks
Used to push customer and transactions (invoice, payment, expense) from the system to quickbook
- Step 1. Go to Setup menu in the left sidebar -> Select Settings menu
- Step 2. Select Accounting Integrations -> select Quickbook tab -> fill in Client ID and Client Secret -> Then select Save Settings button
- Step 3. Then select connect button
- Step 4. The system redirects to the Quickbooks login page -> proceed to log in
- Step 5. Select Skip for now
The system returns the result “connected”
- Step 6. Go to Setup in the left side bar -> select Settings menu -> select Cron Job -> select Run Cron Manually
- Step 7. After running the cron job, customer, invoice, payment, expense will be pushed to https://app.sandbox.qbo.intuit.com/app/homepage
