How to Integrate with QBO
- Note: Administrator Access is Required
- Select Integrations on the left hand nav
- Click Software in the top right corner
- Click Add an Accounting System
- Click Other
- Select Quickbooks Online
- Select I am an Admin
- Select Production
- Click Next
- Click Login
- A new window will open to input your credentials
- Confirm the integration was successful in Confido
- Note: There is ~ 24 hour delay after integration before seeing the data in Confido