Why Connect QuickBooks Online to Your CRM

Connecting QuickBooks Online to your CRM lets your invoicing and accounting data stay in sync across both platforms. When the two are connected, transactions and payment data recorded in your CRM can flow into QuickBooks Online automatically, reducing the need to enter the same information twice and keeping your financial records up to date without manual data entry.

This article covers how to establish the initial connection between QuickBooks Online and your CRM. Before you begin, make sure you have an active QuickBooks Online account and your Intuit account credentials available. This article does not cover the specific data that syncs between the two platforms after the connection is established. To learn what data syncs and how the integration works after setup, see the QuickBooks Online integration overview article.

How to Connect QuickBooks Online

1. Open the Integrations page in your app settings to view the list of available integrations. The Integrations page is located in your app settings and displays all third-party integrations available to connect to your CRM.

2. On the Integrations page, locate QuickBooks Online in the integrations list. Click the Connect button next to the QuickBooks Online option to begin the connection process.

   

   The Integrations page displays the QuickBooks Online integration as a row in the integrations list. The QuickBooks Online logo and name appear on the left side of the row. The Connect button is located on the right side of the QuickBooks Online row. Clicking Connect opens the Intuit sign-in window.

3. The Intuit sign-in window will open. Enter your Intuit account email address and password to sign in to your Intuit account. If you use multi-factor authentication on your Intuit account, complete the verification step when prompted. Signing in to your Intuit account authorizes the connection between QuickBooks Online and your CRM.

   

   The Intuit sign-in window displays the Intuit logo at the top, followed by an email address field and a password field. The Sign In button is located below the password field. Enter your Intuit account credentials and click Sign In to authorize the QuickBooks Online connection.

4. After signing in to your Intuit account, a confirmation message will appear in the lower-right corner of the screen indicating that the QuickBooks Online connection was successful. The QuickBooks Online integration will now show as connected on the Integrations page.

   

   A green confirmation notification appears in the lower-right corner of the screen after the connection is established. The notification displays a checkmark icon and a success message confirming that QuickBooks Online is now connected to your CRM. If the confirmation message does not appear, return to the Integrations page to verify whether the QuickBooks Online integration shows a connected status.

Frequently Asked Questions

What do I need before connecting QuickBooks Online?

You need an active QuickBooks Online subscription and the email address and password for your Intuit account. If you do not have a QuickBooks Online account, visit quickbooks.intuit.com to create a QuickBooks Online account before completing the steps above.

What happens if the confirmation message does not appear after signing in?

If the success confirmation does not appear in the lower-right corner of the screen after signing in, navigate back to the Integrations page in your app settings and check whether the QuickBooks Online integration shows a connected status. If the integration does not show as connected, repeat the connection steps. If the issue persists, contact the support team for assistance.