Connect to QuickBooks
- Evangeline Cruz
- Dorian Port
Make sure that you have already Enabled QuickBooks previously.
How to connect to QuickBooks
1. Click Setup icon from the Toolsbar and select Integrations.
2. On the QuickBooks Settings tab, click Connect button.
3. 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.
Recommended Step
You may now Import your Accounts from QuickBooks.
You may now also Import your Products from QuickBooks.
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