Connecting QuickBooks Online to ServiceTrade

This article will walk you through how to set up your ServiceTrade + QuickBooks Online Integration.

Prerequisites

• A user with the Account Admin role assigned.
• A subscription to QuickBooks Online. There may be additional costs with QuickBooks.

Connecting QuickBooks Online to ServiceTrade

1. Click your Avatar icon.
2. Then click Account Settings.
   
3. On the right side of this page, click the Add an External System button.
   
4. From Type drop-down menu select QuickBooks.
5. Enter a System Name and System Label, following the naming criteria described above these fields.
   • We recommend that your System Name should be "quickbooks" and your System Label should be "QuickBooks Online".
     
     
6. Click the Save button when done.
7. On the next screen, click the small Connect to QuickBooks button (Web connecter is used for connecting to QuickBooks Desktop.)
   
   
8. In the popup window that appears, enter your QuickBooks Online username and password.
9. Click the Sign In button.
   
10. You'll see the QuickBooks company file name that you'll be connecting to ServiceTrade. (If there is more than one company file, you will have the option to choose which one you want to connect.)
    Select the company and click Connect. Once connected, you can go back and connect more company files using this process