How To: Set Up QuickBooks Online Integration

Note: We are only able to integrate with the QuickBooks Online at this time, not QuickBooks Desktop. 

Before syncing your accounts, make sure that all email addresses in your QuickBooks Online account have been entered in the "Email" field; otherwise, your Signpost account will not be able to recognize and import them. To initiate the sync:

1. Log in to your Merchant Center and navigate to the "Integrations" tab

Integrations.png

 

2. Click the green "Connect to QuickBooks" button

Connect_to_QuickBooks.png

 

3. Enter your QuickBooks Online login information and click "Sign in"

Sign_In.png

For security purposes, QuickBooks Online's software will automatically disconnect from your Signpost account after one year. At that time, you will simply need to follow these steps again to re-connect your account for another year.

Have more questions? Submit a request

2 Comments

  • 0
    Avatar
    Thomas Knotts

    do I need a credit card processor to do this?

  • 0
    Avatar
    Elisabeth Newell

    Hi Thomas, you should not need a credit card processor for QuickBooks!

Please sign in to leave a comment.