QuickBooks Online Link Configuration Instructions: Difference between revisions

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and then navigate to the QuickBooks tab.
and then navigate to the QuickBooks tab.


First Select the '''''QuickBooks Online''''' option and then click the '''''Run Setup Wizard''''' button.
First Select the '''''QuickBooks Online''''' option and then click the '''''Connect to QuickBooks''''' button.


[[File:Commitcrm_quickbooks_online_options.png|center]]
[[File:Commitcrm_quickbooks_online_options1.png|center]]




The setup wizard opens:
Patiently wait until the QuickBooks Online Authorization window opens:


[[File:CommitCRM_Quickbooks_online_wizard_connect.png|center]]


[[File:CommitCRM_QuickBooks_online_connect2.png|center]]


Click '''''Connect to QuickBooks Online''''' button (listed under Step 1) and patiently wait until the QuickBooks Online Authorization window opens:
[[File:CommitCRM_QuickBooks_online_connect2.png|center]]


Use your existing QuickBooks Online credentials to log into your QuickBooks Online Account.
Use your existing QuickBooks Online credentials to log into your QuickBooks Online Account.
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Click '''''Authorize''''' button to allow CommitCRM to access your QuickBooks Online account.
Click '''''Authorize''''' button to allow CommitCRM to access your QuickBooks Online account.
After '''''Authorize''''' is clicked the following page should be displayed:
[[File:CommitCRM_Quickbooks_online_wizard_code.png|center]]
'''Copy the code displayed on this page to clipboard''' (select the code, right click and select the Copy option).
After copying the entire code to your clipboard click '''''Close'''''.
Next, '''paste the code''' into the dedicated field (Step 5) and only then click '''''Continue''''':
[[File:CommitCRM_Quickbooks_online_wizard_connect3.png|center]]




The name of the QuickBooks Online company should now be displayed:
The name of the QuickBooks Online company should now be displayed:


[[File:CommitCRM_Quickbooks_online_wizard_finish.png|center]]
[[File:CommitCRM_Quickbooks_online_wizard_finish1.png|center]]
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Revision as of 12:43, 16 July 2015

The CommitCRM-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 CommitCRM’s main menu select Tools > Options...

File:CommitCRM options menu.png


and then navigate to the QuickBooks tab.

First Select the QuickBooks Online option and then click the Connect to QuickBooks button.

File:Commitcrm quickbooks online options1.png


Patiently wait until the QuickBooks Online Authorization window opens:


File:CommitCRM QuickBooks online connect2.png


Use your existing QuickBooks Online credentials to log into your QuickBooks Online Account.


Once you are signed in, the following page be displayed:

File:CommitCRM Quickbooks online wizard authorize.png

Click Authorize button to allow CommitCRM to access your QuickBooks Online account.


The name of the QuickBooks Online company should now be displayed:

File:CommitCRM Quickbooks online wizard finish1.png


Click OK to close this window.

Congratulations! The connection between CommitCRM and your QuickBooks Online has been successfully established!


Go back to the main CommitCRM-QuickBooks Link setup guide.

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