Support Center

QuickBooks: connector settings

Last Updated: Dec 16, 2016 12:10PM CET
IMPORTANT: If you are using a QuickBooks test account and decide to upgrade to a production account, please email us at support@synchroteam.com as pre-operations are required.

The QuickBooks Online connector synchronizes the invoices that were created or modified using Synchroteam. It also allows two-way synchronization of base Clients and Contacts.

This synchronization is performed automatically every 20 minutes.
 
To activate the QuickBooks Online connector:
 
Click on Configuration represented by the wheel icon (1)
Click on "... More" down the drop down menu (2) 


 
Click on Integrations choice


 
From the integration list activate QuickBooks Online connector by sliding the switch to the right



A QuickBooks Online authentification window opens. Enter your credentials (1) (2) and click on the "Sign In" button (3) 


 
Validate Authorization


Authorization confirmation




Select which QuickBooks Online account Synchroteam can access.
To synchronize your Clients and Contacts datas, you must now click on "Send" (1).


 



 

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support@synchroteam.com
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