Documentation

Description

‍QuickBooks is a comprehensive business accounting platform that syncs transactional data like invoices, expenses, and customer details for seamless financial management.

Follow our setup guide to connect QuickBooks to Improvado.

Step 1. Click the Make a new connection button on the Connections page and select QuickBooks in the Data sources catalog.

Step 2. Authorize your QuickBooks account via OAuth. Before authorization, please, ensure you are signed in to the account you want to extract data from.

Step 3. After completing the connection process, the QuickBooks connection will appear in your Connected sources list.

Step 4. When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.

Step 5. To extract data from the connected sources, check the instructions on how to set up data extraction.