> For the complete documentation index, see [llms.txt](https://help.tahua.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tahua.io/knowledge-base/integrations-help-guides/quickbooks-online/getting-started-with-quickbooks-online.md).

# 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](/knowledge-base/integrations-help-guides/slack/adding-slack-to-tahua.md)
* [Getting Started with Xero](/knowledge-base/integrations-help-guides/xero/getting-started-with-xero.md)
* [Xero FAQs](/knowledge-base/integrations-help-guides/xero/xero-faqs.md)
* [What does the Xero Integration do?](/knowledge-base/integrations-help-guides/xero/what-does-the-xero-integration-do.md)
* [What does the QuickBooks Integration do?](/knowledge-base/integrations-help-guides/quickbooks-online/what-does-the-quickbooks-integration-do.md)