QuickBooks Online
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      3. QuickBooks Online

      Getting started with QuickBooks Online

      Everything you need to get started integrating Tahua and QuickBooks Online

      Learn How To:

      • Connect and disconnect from QuickBooks Online
      • Configure QuickBooks online sync options
      1. Navigate go to Settings > Organisation in the top right menu

        Click Edit Details to edit your Organisation Settings:

      2. Towards the bottom of settings, is QuickBooks Integration. Click on the link to connect to QuickBooks.
      3. You will be taken to QuickBooks Online where you can select an organisation to connect to.

      4. You will then be directed back to your organisation settings, where you can configure your sync options and disconnect if required
      5. You can control which QuickBooks account code is used for the synced bills.
      6. If you wish you populate the Class field on your Bills select from the desired value from this dropdown menu.
      7. If you wish you populate the Customer field on your Bills select from the desired value from this dropdown menu.


      8. Next, you can choose when a Tahua milestone should be synced to QuickBooks