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Connecting with QBO

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Written by Cassie Crail
Updated over 2 months ago
  1. Note: Administrator Access is Required

  2. Select Integrations on the left hand nav

  3. Click Software in the top right corner

  4. Click Add an Accounting System

  5. Click Other

  6. Select Quickbooks Online

  7. Select I am an Admin

  8. Select Production

  9. Click Next

  10. Click Login

  11. A new window will open to input your credentials

  12. Confirm the integration was successful in Confido

  13. Note: There is ~ 24 hour delay after integration before seeing the data in Confido

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