QuickBooks Online setup

Log in to your mycompanyprefix.connectboosterportal.com/admin

Navigate to Integrations in the left-hand menu

Click on the QuickBooks Online integration card + Settings.

Select “Connect to QuickBooks.”

Enter your QuickBooks credentials.

Once you have connected your QuickBooks, you can then set your Sync From Date. By default ConnectBooster will pull in the last 18 months of modified data. To do this, follow the steps below.

  1. Set Sync From Date
  2. Set Sync From Hour
  3. Set Sync From Minute (denote AM or PM)
  4. Reset date
  5. Save

Congratulations! You have connected to QuickBooks!