# 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

{% stepper %}
{% step %}

### Navigate to Organisation settings

Go to Settings > Organisation in the top right menu and click **Edit Details** to edit your Organisation Settings.

![Organisation settings screenshot](https://help.tahua.io/hs-fs/hubfs/image-png-May-13-2024-11-39-05-7180-PM.png?width=287\&height=344\&name=image-png-May-13-2024-11-39-05-7180-PM.png)

![Edit details screenshot](https://help.tahua.io/hs-fs/hubfs/image-png-May-13-2024-11-40-09-5165-PM.png?width=303\&height=179\&name=image-png-May-13-2024-11-40-09-5165-PM.png)
{% endstep %}

{% step %}

### Open QuickBooks Integration

Towards the bottom of settings is **QuickBooks Integration**. Click the link to connect to QuickBooks.

![QuickBooks Integration link screenshot](https://help.tahua.io/hs-fs/hubfs/image-png-May-13-2024-11-41-29-2535-PM.png?width=324\&height=163\&name=image-png-May-13-2024-11-41-29-2535-PM.png)
{% endstep %}

{% step %}

### Select QuickBooks organisation

You will be taken to QuickBooks Online where you can select an organisation to connect to.

![Select organisation screenshot](https://help.tahua.io/hs-fs/hubfs/image-png-May-13-2024-11-42-23-7599-PM.png?width=688\&height=476\&name=image-png-May-13-2024-11-42-23-7599-PM.png)
{% endstep %}

{% step %}

### Configure sync options

You will be directed back to your organisation settings, where you can configure your sync options and disconnect if required.

![Sync options screenshot](https://help.tahua.io/hs-fs/hubfs/image-png-May-13-2024-11-43-22-0745-PM.png?width=1046\&height=692\&name=image-png-May-13-2024-11-43-22-0745-PM.png)
{% endstep %}

{% step %}

### Choose account code for synced bills

You can control which QuickBooks account code is used for the synced bills.

![Account code screenshot](https://help.tahua.io/hs-fs/hubfs/image-png-May-13-2024-11-44-08-5191-PM.png?width=951\&height=162\&name=image-png-May-13-2024-11-44-08-5191-PM.png)
{% endstep %}

{% step %}

### Populate the Class field

If you wish to populate the Class field on your Bills, select the desired value from this dropdown menu.

![Class field screenshot](https://help.tahua.io/hs-fs/hubfs/image-png-May-13-2024-11-44-53-3252-PM.png?width=966\&height=260\&name=image-png-May-13-2024-11-44-53-3252-PM.png)
{% endstep %}

{% step %}

### Populate the Customer field

If you wish to populate the Customer field on your Bills, select the desired value from this dropdown menu.

![Customer field screenshot](https://help.tahua.io/hs-fs/hubfs/image-png-May-13-2024-11-45-17-6946-PM.png?width=962\&height=269\&name=image-png-May-13-2024-11-45-17-6946-PM.png)
{% endstep %}

{% step %}

### Choose milestone sync timing

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

![Milestone sync timing screenshot](https://help.tahua.io/hs-fs/hubfs/image-png-May-13-2024-11-46-22-5958-PM.png?width=939\&height=194\&name=image-png-May-13-2024-11-46-22-5958-PM.png)
{% endstep %}
{% endstepper %}

### Related articles

* [Adding Slack to Tahua](broken://pages/a350469e85a02242cb6dfb68cdf5710591e403d7)
* [Getting Started with Xero](broken://pages/06fc6a4fd727615758eb34217bf6ad49491f112e)
* [Xero FAQs](broken://pages/748a92ca0dcd77ab206d0e0bd34de248336179fd)
* [What does the Xero Integration do?](broken://pages/d3bfc581f7244ecd4f25b600f7c4d8a113ab9cdd)
* [What does the QuickBooks Integration do?](broken://pages/af7157a8cc8841d86b95e035dabd57b92a4193d6)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.tahua.io/knowledge-base/integrations-help-guides/quickbooks-online/getting-started-with-quickbooks-online.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.