Connect to QuickBooks Online

1. Click Settings > Security.
2. Click 3rd Party Integrations.

3. Click QuickBooks Online.
4. Click the Connection tab.

5. Click Connect to QuickBooks. The Intuit Accounts - Sign In dialog box displays.

6. Enter your QuickBooks Online Email or user ID and Password.
7. Click the Remember me check box if you want QuickBooks Online to remember your Email or user ID the next time you log in
8. Click Sign In. You maybe asked to validate your information either by text or e-mail, select your preferred method and click Continue. Once you receive the 6-digit code enter the code in the Enter the 6-digit code box, and click Continue.
9. Read the authorize conditions, and then click Connect.

Once you are connected to QuickBooks Online, you need to import your QuickBooks Online contacts into CCH iFirm.

1. Click Settings > Security.
2. Click 3rd Party Integrations.

3. Click QuickBooks Online.
4. Click the Connection tab.

5. Click Connect to QuickBooks. The Welcome to Intuit App Center dialog box displays.

6. Enter your QuickBooks OnlineEmail or user ID and Password.
7. Click the Remember me check box if you want QuickBooks Online to remember your Email or user ID the next time you log in
8. Click Sign In. You maybe asked to validate your information either by text or e-mail, select your preferred method and click Continue. Once you receive the 6-digit code enter the code in the Enter the 6-digit code box, and click Continue.
9. Select the Company/Firm from the drop down list, and then click Add app to firm.
10. Click Confirm.
11. Read the authorize conditions, and then click Authorize. In CCH iFirm, you should now see a Disconnect button on the Connection tab of the QuickBooks Online page.

Once you are connected to QuickBooks Online, you need to import your QuickBooks Online contacts into CCH iFirm.

1. Click Settings > Security.
2. Click 3rd Party Integrations.
3. Click QuickBooks Online.
4. Click the Connection tab.
5. Click Disconnect.
6. Click Disconnect on the Disconnect from QuickBooks Online dialog box. In CCH iFirm, you should now see a Connect to QuickBooks button on the Connection tab of the QuickBooks Online page.

See Also:

About the QuickBooks Online integration

Import Contacts from QuickBooks Online

Sync Contacts with QuickBooks Online

Send invoices to QuickBooks Online

Send transactions to QuickBooks Online