QuickBooks Online Link Configuration Instructions: Difference between revisions
No edit summary |
No edit summary |
||
| Line 1: | Line 1: | ||
The | The RangerMSP-QuickBooks Link needs to be set up once, after the initial setup you simply use the various options available to you from the QuickBooks menus. | ||
From | From RangerMSP’s main menu select '''''Tools > Options...''''' | ||
[[File:quickbooks_options_menu.png|center]] | [[File:quickbooks_options_menu.png|center]] | ||
| Line 26: | Line 26: | ||
[[File:Quickbooks_online_wizard_authorize.png|center]] | [[File:Quickbooks_online_wizard_authorize.png|center]] | ||
Click '''''Authorize''''' button to allow | Click '''''Authorize''''' button to allow RangerMSP to access your QuickBooks Online account. | ||
| Line 36: | Line 36: | ||
Click '''''OK''''' to close this window. | Click '''''OK''''' to close this window. | ||
Congratulations! The connection between | Congratulations! The connection between RangerMSP and your QuickBooks Online has been successfully established!<br> | ||
Go back to the main[[QuickBooks_Link#QuickBooks_Online| | Go back to the main[[QuickBooks_Link#QuickBooks_Online| RangerMSP-QuickBooks Link setup guide]]. | ||
<br> | <br> | ||
=See Also:= | =See Also:= | ||
*[[Switching_to_QuickBooks_Online_from_QuickBooks_Desktop|Switching to QuickBooks Online from QuickBooks Desktop]] | *[[Switching_to_QuickBooks_Online_from_QuickBooks_Desktop|Switching to QuickBooks Online from QuickBooks Desktop]] | ||
*[[QuickBooks_Online_Link_Troubleshooting| | *[[QuickBooks_Online_Link_Troubleshooting|RangerMSP-QuickBooks Online Link Troubleshooting]] | ||
[[Category:User Manuals]] | [[Category:User Manuals]] | ||
[[Category:QuickBooks]] | [[Category:QuickBooks]] | ||
Revision as of 13:35, 8 July 2020
The RangerMSP-QuickBooks Link needs to be set up once, after the initial setup you simply use the various options available to you from the QuickBooks menus.
From RangerMSP’s main menu select Tools > Options...
and then navigate to the QuickBooks tab.
First Select the QuickBooks Online option and then click the Connect to QuickBooks button.
Patiently wait until the QuickBooks Online Authorization window opens:
Use your existing QuickBooks Online credentials to log into your QuickBooks Online Account.
Once you are signed in, the following page be displayed:
Click Authorize button to allow RangerMSP to access your QuickBooks Online account.
The name of the QuickBooks Online company should now be displayed:
Click OK to close this window.
Congratulations! The connection between RangerMSP and your QuickBooks Online has been successfully established!
Go back to the main RangerMSP-QuickBooks Link setup guide.