Creating a connection to Quickbooks Online

Creating a connection to QuickBooks Online



To complete the connection from Zaptiva to QuickBooks Online, please follow the steps below.

Connect

  1. Click on “Connection” option in the left pane.


  2. Click on “Add Connection” which will prompt you for connection name. Let’s enter the name of the connection as “QuickBooks Online” & select the App name as “QuickBooks Online”. 

  3. After entering the required field on Add Connection pop up and clicking on “Next” button, you will see the “Zaptiva secure” instruction page, please click on "Continue"


  4. After clicking on “Continue” button, a list of platforms will be displayed. Select “QuickBooks” 


  5. After selecting the Platform, user sees the “Intuit Account” Sign In pop-up. Please sign in with your QuickBooks Online credentials
  6. After clicking on Sign In button, Password prompt appears, please enter password
  7. After clicking on “Continue” button, you will see the second verification pop up, please click on “Text a Code” option to send a “Code” to registered mobile number. If you dont see this screen, please go to Step 9.


  8. Please enter the verification code on the following screen         
          
  9. Once the verification is done, you will see following screen where you will have to allow Zaptiva Automate access to your company. Please click on “Connect” button to proceed. 
  10. “Authentication Complete” as shown below appears, please click on Close window
  11. You will see following message, please close this pop-up by clicking on "x" on top right
  12. After few minutes, newly formed connection will change its status from ‘Sync’ to ‘Linked’.
             

       

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