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 Apps on the left sidebar, then choose App Directory.

Locate the QuickBooks Online icon and click Learn More

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Next, click Connect

 

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

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

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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 Apps > App Directory, click on App Settings for QuickBooks Online choose Sync Data with QuickBooks.

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

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A note about Class-Campaign syncing.

Please note: if you don't want the QuickBooks-Kindful integration to keep your Classes and Campaigns "in sync", then we can turn that off for you. This can be turned off even if you are already using the QuickBooks-Kindful integration. If you'd like to do this, Please contact support@kindful.com.

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