Activate the QuickBooks Online Integration

How to sync your QuickBooks account with CASEpeer. 

• NOTE: You will need a QBO subscription level higher than Simple Start and a Bill Pay subscription to utilize the integration.  
• Navigate to the  Icon in the top right corner of your account and select Account Settings.

• Scroll down to Integrations.
• Under QuickBooks Online, click the Activate button. 

• You will be navigated to the QuickBooks Online website to login. 
• Once logged in, you will be asked if you would like to allow CASEpeer to access your QuickBooks Online data.
• Click Connect.
• You will be navigated back to CASEpeer.
• A pop-up window prompting you to set a default category for your costs sent to QuickBooks Online will be on the screen. This list is populated from QBO and Cost Advance is a common choice.
• Select a category and click Submit.
• QuickBooks Online is now connected to your account.

NOTE: This can only be done by a firm administrator or someone with the administration settings page access permission.