Connecting your QuickBooks Online account

Steps to connecting QuickBooks Online {QBO} -

During the account setup phase, you will encounter the following screen:

Click on the QBO icon:

When you click the "Connect to QuickBooks" button, you will be redirected to their login screen:

Upon entering your credentials, you will be directed to the following screen for verification:

Once the verification process is finished, the following screen will be displayed. Please click on "Let's finish up." This action indicates that data from QBO Online is now synchronising with InvoiceSherpa. Please follow the on-screen instructions. Once complete, you will be directed to the platform's dashboard page.