How to activate the Quickbooks Online Integration.
The Quickbooks Integration must be activated, before the QBO account can be configured.
Note: This can only be done by a firm administrator or someone with the “administration settings page access” advanced permission.
- Navigate to the
Icon in the top right corner of your account and select Account Settings.
- Scroll to Integrations.
- Locate QuickBooks Online, click Configure.
- A pop-up window will appear.
- Select a Category.
- Note: Sub Categories are not available.
- Click Save.
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