QuickBooks Online: Getting Started

There are two version of QuickBooks: online and desktop. This article explains how to connect Kindful to QuickBooks Online.



Connecting to QuickBooks Online

In Kindful, go to Settings on the left sidebar, then choose Integrations.

Under the QuickBooks Online section, select the connect_to_qb_button.png Connect to QuickBooks button.

connect_to_qb.png


QuickBooks Online’s login page will appear in a new window. Sign in with your credentials.

qb_sign_in.png


When asked, choose Authorize to allow Kindful to access the data from QuickBooks Online.

qb_authorize.png


You'll be redirected back to the Kindful Settings page.

Note: If there is a blue Settings button and a blue Campaign Merge button under the QuickBooks Online section, you are connected.


Syncing QuickBooks

QuickBooks will not begin syncing until you configure the settings for the integration.

In Settings > Integrations, under QuickBooks Online choose Settings.

qb_settings_button.png


Choose how you would like QuickBooks and Kindful to sync, then choose Save.

qb_settings.png

Additional resources

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