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How to connect to QuickBooks

Go to the Setup module:

How to connect to QuickBooks

1.  Click Setup icon from the Toolsbar and select Integrations.

2.  Scroll down to On the QuickBooks Settings section tab, click Connect button.  

3.  Click Connect to QuickBooks button.  Image Removed

The QuickBooks Authorization page opens, scroll down and click on the Connect button.

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

5.  Click Sign in button.

6.  If there is another authorization page between iCRM and QuickBooks that opens, click Authorize button.

7.  Note that the connection info is updated.

8.  Status is updated to "Connected". 

9.  Enter email address on the Invoice Notification field, if desired.

10.  Click Save button.

11. Your iCRM is now integrated with QuickBooks.