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How to sync your QuickBooks Online client with
How to sync your QuickBooks Online client with

Steps needed to sync a new QuickBooks Online client to

Ryan Goetz avatar
Written by Ryan Goetz
Updated over a week ago

To sync a new QuickBooks Online client with, please contact your sales representative or reach out through the chat bubble inside We will provide a link through which you can authenticate with and instruct QuickBooks Online which companies you would like to grant access to. 

The link will bring you to the confirmation page.

Clicking Continue will then bring you to the Intuit sign in page

Once signed in, choose the company you wish to connect to from the dropdown menu and click Next.

Once access has successfully been granted, you will receive a confirmation message.

If you would like to connect another client, simply hit Continue to repeat the process.

Next Steps: Once access has been granted to, we will begin to train the AI with the available historical data. A representative will reach out shortly to schedule a user training session, after which this client will be ready to go live. If you have any further questions, please do not hesitate to reach out to and we will be happy to field your inquiry!

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