How do I authorize access to QuickBooks Online to initiate the setup?

To authorise access and initiate the setup in QuickBooks Online:

  1. Switch to Admin view.
  2. Click the icon in the top right corner and select Accounting and ERP in the Integrations section.
  3. Click QuickBooks Online and click the Connect to QuickBooks button. You will be redirected to QuickBooks Online sign-in page.
  4. Enter your credentials to proceed with the integration.
  5. Once you sign in to QuickBooks, you need to select an organisation which you want to connect with Zoho Expense.
  6. After selecting the organisation, click Authorise to complete authorization.

Note: You cannot connect multiple organisations to your Zoho Expense organisation and vice versa.

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