Prerequisites

  • You'll need a QuickBooks Online account and log in credentials to follow the steps in this article

Step 1: Log In to CRM

To add QuickBooks Online as a secondary connection, visit this link - this will take you to the right place in the CRM.

Step 2: Edit Connections

Click on pencil icon next to your company name. This will load all your current connections. For example, if your CRM is already connected to one of our Inventory Management App Partners like Unleashed, this will display here.

Underneath the Secondary Connection section, click on the pencil icon and then choose QuickBooks Online from the options. Then, press the 'Connect to QuickBooks' button.

Step 3: Log in to QuickBooks

You'll then be asked to log in to QuickBooks Online to authorise the Prospect CRM App. In the pop up window, log in to QuickBooks Online using your QuickBooks Online credentials.

Once connected to your QuickBooks Online account, select 'Allow access' so that Prospect can access your sales and product data.

The set up is complete! Now you won't miss out on any new integration features we release for QuickBooks Online!

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