How to reconnect QuickBooks Online with your portal

If your QuickBooks Online account was disconnected and you wish to reconnect, please follow these steps.

  1. Login to your portal with the primary (super) user. This is typically the user account you used during the signup process.
  2. Once you are logged in, if your portal is not currently connected, you should be automatically redirected to the "Integrations" page.
  3. On the Integrations page, you will see a card for QuickBooks Online. Click the "connect" button.
  4. On the QuickBooks Online Connect screen, select the scopes you will use and then click the Connect to QuickBooks" button. Note: if you are using QuickBooks Online, you will typically always select the "Accounting" scope and optionally select the "Payments" scope if you are using QuickBooks Payments.

    If you are not using QuickBooks Payments, just leave the "Payments" scope disabled.

    If you are using QuickBooks Desktop, the only reason to connect to QuickBooks is to enable the QuickBooks Payments integration. In this case, you will disable the "Accounting" scope and enable the "Payments" scope.
  5. After clicking the connect button, you will be redirected and prompted to authorize your portal to have access to your QuickBooks account.
  6. Once your authorization is completed, you will be redirected back to your portal and the connection process is completed. Note: you may be prompted to initiate your initial data sync. You can run the sync immediately or allow it to occur in the background. if this is the first time to connect, it is advisable to run the first sync immediately so that your customer  and other lists are populated right away.
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