This feature is only available for PRO Connect or Work Subscribers.
QuickBooks Online customers can connect their QuickBooks and PRO / Work accounts, allowing them to:
- Import QuickBooks Online customers into PRO / Work as new customers
- Display transactions in PRO / Work for QuickBooks Online customers
- Export customers into QuickBooks Online as new customers
Simply follow these steps to connect your QuickBooks Online account to your PRO account.
- Click on the Admin tab.
- Click on the QuickBooks tab on the left.
- Click on the green "Connect to QuickBooks" button.
- If you're not currently logged into your QuickBooks Online account, you'll be prompted to do so.
- When prompted to connect SignsearchPRO to your QuickBooks Online account, click the green "Connect" button.
- You'll then be redirected back to PRO where a message will confirm that a connection has now been authorized between your QuickBooks Online and PRO accounts and you'll be presented with a link to click to view your QuickBooks Online interaction options.
Connecting your QuickBooks Online account to PRO / Work should be just a one-time exercise - once the connection has been authorized it should remain so until / unless you specifically choose to disconnect the accounts, either from within QuickBooks itself or from within PRO / Work. Please see this article for instructions on how to disconnect your currently connected QuickBooks Online account from PRO.