Connect
The Connect page is where you link Virtual Ops to QuickBooks Online. If the connection already exists, this page shows the connected company details and gives you a disconnect option.
Navigation
Go to Administration > QuickBooks > Connect.
When QuickBooks is not connected
If the integration is available but not yet connected, the page shows a Connect button. Selecting it opens the QuickBooks authorization flow so you can sign in and allow Virtual Ops to communicate with your QuickBooks Online account.
When QuickBooks is already connected
If a connection already exists, the page shows the connected company name and address information. This helps confirm which QuickBooks company Virtual Ops is using.
How to connect QuickBooks
- Open Connect
Go to the Connect page from the QuickBooks menu.
- Start the connection
Click the Connect button.
- Sign in to QuickBooks
Use your QuickBooks Online login and approve the connection request.
- Return to Virtual Ops
After authorization, return to the page and confirm the company information is displayed.
How to disconnect QuickBooks
- Open the connected page
Go to the Connect page while QuickBooks is already linked.
- Click Disconnect
Select the Disconnect button.
- Confirm the action
Approve the confirmation message to remove the connection.
Disconnecting QuickBooks clears linked QuickBooks accounts in Virtual Ops and removes the saved integration connection.