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 to Organisation settings

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

Organisation settings screenshot

Edit details screenshot

2

Open QuickBooks Integration

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

QuickBooks Integration link screenshot

3

Select QuickBooks organisation

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

Select organisation screenshot

4

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

5

Choose account code for synced bills

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

Account code screenshot

6

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

7

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

8

Choose milestone sync timing

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

Milestone sync timing screenshot

Related articles

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• Xero FAQs

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• What does the QuickBooks Integration do?