Page Comparison

Go to the Setup module:

How to connect to QuickBooks

1.  Click Setup from the Toolsbar.

2.  Click on Global Settings > Company Configuration.2

3.  Scroll down to On the QuickBooks Settings section. tab,

34.  Click Connect to QuickBooks button. 

45.  On the QuickBooks login page that opens, enter your QuickBooks Username and Password.

56.  Click Sign in button.

67.  On the Authorization page between iCRM and Quickbooks that opens, click "Authorize" button.

78.  Note that the Company Configuration > QuickBooks Settings section is updated

        - Disconnect/Reconnect buttons

        - Token Expiry status