Configure QuickBooks Connector
Overview
Connection to QuickBooks data requires a few simple steps to get you started.
1. Configure QuickBooks in Toric
2. Create an Automation
1. Configure QuickBooks in Toric
Login to Toric and follow these steps to setup a QuickBooks Connector:
Setup time: 30 sec
1.1 Enter a Configuration Name
Type a unique name for your QuickBooks connector.
1.2 Login with QuickBooks Credentials
Make sure you're using the username and password of a QuickBooks Administrator. If you do not have such an account, please reach out to your team and have someone with the proper QuickBooks account set up your configuration.
1.3 Validate your Configuration
Use the Validate Configuration button to make sure all fields are completed correctly. Invalid fields will be highlighted in red, and a successful validation will show in green.
Click on Add Configuration to finalize the creation of your QuickBooks Connector.
2. Create an Automation
Checkout this quick example of an automation with the QuickBooks connector. Learn more about other types of Automation actions in the article, Automations for Integrations.
Here's what QuickBooks data looks like in Toric.
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