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QUICKBOOKS Integration
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How do I connect Klipboard to Quickbooks?
How do I connect Klipboard to Quickbooks?
Updated over a week ago

This guide will show you how to connect Klipboard to your Xero account.

Activate Quickbooks Add-on

Login to your Klipboard account using your PC or Mac, and click Settings and then click Integrations

  • Click the Connect button for Quickbooks Integration

  • Click Next to login to your Quickbooks account and authorise

  • Enter your Quickbook's username and password to log in

Authorise Klipboard to connect to Quickbooks

  • Select the Organisation you wish to connect with Klipboard, and then click the Authorise button.

  • Once connected follow the Instructions on the Quickbooks Setup Wizard & Sync
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  • Once the wizard and sync is complete, Klipboard and Quickbooks are now connected. Your Klipboard account is populated with your existing Quickbooks customers, tax rates, payment days and account codes.

  • Connection to Quickbooks lasts for a 60 minute period, after which it disconnects and you will have to reconnect to sync again.

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