Optional Modules > QuickBooks Connector > QuickBooks Online > Setup | Linking to QBO

Linking to QBO

To link the QuickBooks Connector to QuickBooks Online follow these steps.

 

Step 1.                Go to the QuickBooks Connector Settings (click here for instructions).

 

Step 2.                Click the green Connect to QuickBooks button

 

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Step 3.                If you haven't logged into QuickBooks do so now.

 

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Step 4                Click the Connect button

 

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Step 5                Important: Log out of DesignSmart and log back in

 

 


 

Result

 

When you log back into DesignSmart you should see in the top right icon bar that the two opposing arrows are now green. That indicates that you are connected to QBO.

 

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