QuickBooks

Before you begin, create a workspace and complete the onboarding.

You need admin access to the QuickBooks Online company. QuickBooks Desktop isn’t supported.

Connect QuickBooks

Each QuickBooks company is a separate data source. Repeat these steps for every company you want to connect.

In Enhanza, go to Data Sources > Connect Data Source and click Connect under QuickBooks.
Click Connect QuickBooks.
Sign in to QuickBooks Online as an admin of the company. Accountants can sign in with QuickBooks Online Accountant and pick a client company.
Choose the company when QuickBooks asks, then click Connect.
Complete the remaining wizard step: Company Details.

The company appears under Data Sources.

Category	Data
Accounting	Journal entries, general ledger, chart of accounts, classes, departments
Sales	Invoices, credit memos, payments, customers, items
Purchasing	Bills, bill payments, vendor credits, vendors
Reference data	Tax codes, tax rates, payment terms, payment methods