How to connect your QuickBooks Online Account to Quartzy

Note: The QuickBooks Online integration is currently only available with paid subscriptions or during a trial. If you're interested in getting access to integrations, contact us at support@quartzy.com!

Connecting your QuickBooks Online account to Quartzy allows you to automatically generate purchase orders! 

 

Here's how to connect your existing QBO account with Quartzy:

1. On the top left side of the toolbar, click on the Org Name or the Lab Name to open the menu. Hover your mouse over the Org Name, and click the gear icon that appears. 

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Note that only Org Admins have permissions to make organization-wide changes such as integrations. 

2. Select the Integrations tab and click Connect.

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3. Select your Company and if prompted, also select the Firm (generally only relevant for companies with 3rd party accountants). 

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4. Click Connect.

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5. Your account has been linked! Click Back to App to return to Quartzy.

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Next Up: Learn how to sync a PO to QuickBooks Online

 

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