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General Settings & Configuration
Setting up Integration to QuickBooks Online
Setting up Integration to QuickBooks Online

It's quick and easy to set up integration to QuickBooks Online, one of our Cloud Accounting System partner Apps. Let us show you how...

Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago


  • You'll need a QuickBooks Online account and login

  • You'll also need a Prospect CRM Free Trial - if you don't already have one go ahead and register at

Step 1: Connect to QuickBooks Online

In the Welcome page within your Free Trial account, the first section involves setting up your integration.

If the Welcome page isn't already open, then go to Settings, then click 'Continue Setup'. Alternatively, go directly to

To get up, select the 'Connect' button, and choose 'QuickBooks Online' from the drop-down list, then click 'Connect' to proceed.

Step 2: Log in to QuickBooks Online

To start the integration, you'll need to authorise the Prospect CRM App. In the pop up window, log in to QuickBooks Online using your QuickBooks Online credentials.

Step 3: Sit Back & Relax!

Once connected, you'll then see a message saying that your data is being processed. Depending on how much data you have to import this process can take a short while to complete e.g. if you have lots of customers, products and sales history, it'll take a little longer.

Checking the Status of your Integration

There's nothing more you need to do. Your data will be available shortly, and when it is, we'll add a few more links to your Welcome page to get you started.

But, if you need to come back and check the status of your integration later on, our short guide here will show you how, and explains what each status means.

Should you experience any issues when setting up the integration, remember that our Support team are on hand to help out, so don't hesitate to get in contact with us here or start a chat conversation with us from the help icon in the app, or the chat link on our website.

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