QuickBooks Online Link Configuration Instructions

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Revision as of 11:29, 23 June 2015 by Dina (talk | contribs)
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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 Run Setup Wizard button.

File:Commitcrm quickbooks online options.png


The setup wizard opens:

File:CommitCRM Quickbooks online wizard connect.png


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

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.


After Authorize is clicked the following page should be displayed:

File:CommitCRM Quickbooks online wizard code.png

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


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

File:CommitCRM Quickbooks online wizard finish.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.