Configure the Intuit QuickBooks Integration

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Only Users registered as Owner, Admin or Setup can configure the Integration.

Preparing to Connect QuickBooks and Groundplan

  1. Sign into QuickBooks
  2. Sign into Groundplan

Initial Setup

  1. In Groundplan, click My Account then Setup
  2. Click Integrations
  3. Click Configure on the Intuit QuickBooks tile

configure.png

  1. Click Connect to QuickBooks

configure-1.png

  1. On the new tab, click Connect to confirm the integration.
    The Integration is now connected

configure-2.png