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Administration > QuickBooks > Connect

Connect

Connect VO to QuickBooks Online or Desktop and review setup status.

Where to Find It

Go to Administration > QuickBooks > Connect. If integration setup is unavailable, contact your administrator or Equitable Software support.

QuickBooks Online

  1. Choose QuickBooks Online.
  2. Sign in and authorize the connection in the opened window.
  3. Return to VO and confirm the connected company details. Complete the account, vendor, and component mappings.

QuickBooks Desktop

Install QuickBooks Desktop and QuickBooks Web Connector on the computer that will run the connection. Choose QuickBooks Desktop, then complete the steps shown on Connect in order:

  1. Set Up Token: follow Desktop Tokens to create the token, download the .qwc file, and run the initial Web Connector sync.
  2. Settings: assign the QuickBooks accounts.
  3. Vendors: assign the QuickBooks vendors.
  4. Components: assign the QuickBooks components.

Return to Connect to review the completion badges. Desktop synchronization depends on running Web Connector.

Disconnect or Get Help

Use Disconnect to disconnect the selected integration. Review your setup before reconnecting or changing connection type. If setup or synchronization fails, use QuickBooks Support.