Configure QuickBooks connection

​Configure QuickBooks connection

To create a connection:

  1. Click Setup icon in the top-right corner of your homepage. You will be taken to your Account Setup page.
  2. Select Connections under Extensions.
  3. Click Add Connection.
  4. Select QuickBooks.
  5. Enter a Connection Name of your choice to uniquely identify this connection, then click Authorize:
  6. Enter your QuickBooks account's credentials, then click Sign In. If you're logged-in to your QuickBooks account via the current web browser, you won't need to enter your credentials — you will be directly be taken to step seven.
  7. If there are multiple Companies in your QuickBooks account, you will need to select the one you want to connect with. If only one Company exists, it will be selected automatically — you will directly be taken to step eight.

  8. Click Connect to authorize Zoho Creator to access your Company's data in QuickBooks: 

  9. This QuickBooks connection will be displayed in the Connections page:

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