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Note: You must be an admin to connect.
Step 1: Go to app.materio.co/quickbooks
You can also get there by choosing "QuickBooks" from your dashboard menu.
Step 2: In another tab, log into your QuickBooks Online account.
Being already logged in to QuickBooks will make the process of connecting smoother.
Step 3: Update QuickBooks settings to work with Materio
Go to your Quickbooks setting page, update your QuickBooks-side settings to match these recommendations.
Step 4: Click the orange "Connect to QuickBooks" button
This will open Quickbooks in a new tab.
Step 5: Click the green "Connect" button
If you have multiple companies, select the one you want to connect.
You will get an email from Quickbooks confirming the connection. If you ever need to disconnect, click "Disconnect Quickbooks" from your Materio QuickBooks page.
Materio and Quickbooks will talk, determine what features you have on your Quickbooks account, and automatically set up a basic chart of accounts mapping. You can always adjust the mapping to suit your accounting system. Please work with your bookkeeper or accountant to ensure you are set up correctly for a smooth data flow into Quickbooks.
That's it! You can now sync invoices, expenses, and purchase orders from Materio to QuickBooks.
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