Follow the below steps to connect Quickbooks Online to your financial provider. You will see a page similar to the one below which allow you to select an accounting service from a list of accounting services.

1 - Click on the Quickbooks Online logo tile and then select Continue

2 - A pop up window will appear requesting you to log in to Quickbooks. Enter your credentials and log into Quickbooks Online.

3 - You will then be asked to select the company that they would like to connect. Search for the company name or select the company name from the dropdown and click next.

A success message will be displayed as below when the connection is successful.

If the connection was not successful, a message similar to the one below will be displayed and your have the option to retry logging back to Quickbooks Online. If you still get the ‘Oops’ message, please contact your Financial provider for assistance.

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