How to connect to QuickBooks
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Make sure that you have already Enabled QuickBooks previously. |
Go to the Setup module:
1. Click Global Settings > Company Configuration.
2. Scroll down to QuickBooks Settings section.
3. Click Connect to QuickBooks button. 
Note: QuickBooks login page opens.
4. On the QuickBooks login page that opens, enter your QuickBooks Username and Password.
5. Click Sign in button.
6. On the Authorization page between iCRM and Quickbooks that opens, click "Authorize" button.
7. Note that the Company Configuration > QuickBooks Settings section is updated
- Disconnect/Reconnect buttons
- Token Expiry status
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