Setting up the Client Hub integration with QuickBooks Online only takes a few minutes. We suggest that you make sure you are logged out of QuickBooks Online in your browser before proceeding with the setup.
Note: You must be a Client Hub Admin user and have access rights to the client's QuickBooks Online company.
- From the left navigation Menu, click on Setup & Settings
- In the Advanced section click on QuickBooks Integration
- Click the Connect to QuickBooks or Add Another QuickBooks company
- In the QuickBooks Online login screen, enter your QuickBooks Online log in credentials
- Select the appropriate company file to connect to the workspace (Note, if you are a QuickBooks Online Accountant Edition user, you will need to first select your firm's name, then the client company file).
- You will be prompted to allow Client Hub to view and update your QuickBooks Online data, to confirm, click the Connect button
- Once the connection is complete click on the Manage Accounts link under the QuickBooks Uncategorized Account column. You will select the Expense and Income accounts* (DO NOT SELECT BANK OR CREDIT CARD ACCOUNTS) you want to be monitored for new transactions. Each time a supported transaction type is posted to the selected account in QuickBooks Online, the integration will trigger a Client Task to be created in the workspace.
Watch a quick video tutorial
**TIP:* Use the Uncategorized accounts (income, expense, and asset) or create dedicated accounts in QuickBooks labeled “Push to Client Hub” and use these as your assigned account for the integration. This will provide easier tracking in QuickBooks Online for transactions sent to Client Hub.
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Oct 15, 2024