Connecting to QuickBooks
This article will describe the process of connecting CreataCRM to QuickBooks Online
Navigate to the QuickBooks Settings
Expand QuickBooks and click on QuickBooks Online Settings
- Click on the Navigation Button
- click on QuicksBooks
- QuicksBooks Online Settings
Click the Connect to QuickBooks action
This will show the connection screen in a new tab, please make sure popups are enabled so you can proceed.
Click on the Connent Button
Fill in the User ID for QuickBooks
Click on Connect
Bring you back to the QuickBooks Setting page
