Upon connecting Quickbooks, you will see the following login prompt:

Quickbooks login prompt

Enter your login credentials, or select Sign in with Google and click Sign In.

If you have Identity Confirmation activations enabled, you will see a prompt to enter the verification code sent to you.

Setting Up Your Data

After logging in you can set up your Quickbooks data in the following dialog:

Set up your data dialog

Here you can choose the Quickbooks entities you need from:

  • Common Entities - this category allows quick selection between the most used entities among our users;

  • All Entities - this category displays the full list of entities contained in your Quickbooks account. You can use the provided search to find quickly the entity you need.