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Quickbooks Installation Guide
Quickbooks Installation Guide

This guide provides step-by-step instructions for integrating Kintsugi with QuickBooks Online for tax calculation. Follow these steps to connect your QuickBooks account with Kintsugi.

Jonathan Kaplan avatar
Written by Jonathan Kaplan
Updated this week

Steps for connecting Quickbooks with Kintsugi

Steps

Details

Accessing Kintsugi

https://trykintsugi.atlassian.net/wiki/spaces/PP/pages/879001666/Quickbooks+Installation+Guide#Accessing-Kintsugi

Initiating the QuickBooks Integration

https://trykintsugi.atlassian.net/wiki/spaces/PP/pages/879001666/Quickbooks+Installation+Guide#Initiating-the-QuickBooks-Integration

Authorize and Connect to Quickbooks

https://trykintsugi.atlassian.net/wiki/spaces/PP/pages/879001666/Quickbooks+Installation+Guide#Authorize-and-Connect-to-Quickbooks

Access the Kintsugi Account

  1. Navigate to the Kintsugi Portal.
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    1. If you already have an account, log in using your username and password.

    2. If you do not have an account, follow the prompts on the screen to sign up and create a new account.
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    3. Once logged in, you will be able to access the Kintsugi Dashboard.
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Initiating the QuickBooks Integration

  1. On the Dashboard, locate the Data Sources section.

2. Under the Data Source section, Click on Browse Integrations (as shown in the image).
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Locate Quickbooks in the integrations section and click connect.

  1. Before connecting any integration, ensure that all onboarding tasks are completed. You will need to complete the following four tasks:

    1. Import Transactions – Sync your existing transactions.

    2. Add Presence – Provide business location details.

    3. Add Organization Details – Enter company information.

    4. Add Bank Details – Link your bank account for tax calculations.

  2. If onboarding is incomplete, you will be prompted to enter your business address before proceeding.

  3. Before proceeding with the integration, ensure that you accurately fill in your business address details.

  4. You will need to enter:

    1. Legal Business Name

    2. Country & State

    3. City & Postal Code

    4. Address Line 1 & Address Line 2 (Optional)

  5. Once all required fields are filled, click Submit to proceed. Properly entering these details ensures a seamless integration experience.
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  6. If you have already completed the business address setup during onboarding, you will be directly prompted with the "Connect to QuickBooks" option, as shown in the screenshot.

  7. The Unauthorized status indicates that QuickBooks has not yet been linked.

  8. Click "Connect to QuickBooks" to proceed with the authorization process.
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Authorize and Connect to Quickbooks

  1. After clicking "Connect to QuickBooks", follow these steps:

    1. Redirect to QuickBooks Login Page

      1. You will be automatically redirected to the QuickBooks Online login page (as shown in the screenshot).
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    2. Enter Your Credentials

      1. Input your Email or User ID in the designated field.

      2. If you prefer, switch to the Phone tab to log in using your registered phone number.
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    3. Sign In to Your Account

      1. Ensure the "Remember me" option is checked if you want to stay logged in.

      2. Click the "Sign in" button to proceed.
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    4. Create an Account (If You Don’t Have One)

      1. If you're new to QuickBooks, click on "Create an account" at the bottom of the page.

      2. Follow the on-screen instructions to set up your account.
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    5. Complete the Integration

      1. Once logged in successfully, QuickBooks will authorize the connection, and your Kintsugi integration will be successfully set up.

      2. You will be redirected back to Kintsugi.
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    6. For a detailed walkthrough on how to authorize and connect your QuickBooks account with Kintsugi, watch this step-by-step video guide: https://jam.dev/c/3a0f3f89-9c25-45a1-9a0f-e1a56e7cab8a
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    7. Your Kintsugi integration is now active! Kintsugi will automatically manage tax calculations for your transactions in QuickBooks.
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    8. Your active integrations will be visible in Data Sources section.
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