Connect to your Accounting Platform - QBO Online
Steps to connect to QuickBooks Online:
During the account setup phase, you will be presented with the following screen:
Click on the QBO icon:
Upon clicking the "Connect to Quickbooks" button, you will be redirected to their login screen:
After entering your credentials, you will be presented with the following screen for verification:
Once verified, you will see the following screen. Click on "Let's finish up." This indicates that data from QBO Online is now syncing with InvoiceSherpa. Follow the on-screen options. Once completed, you will see your dashboard page of the platform: