QuickBooks

Connecting your QuickBooks account

On the menu to your left, select "Apps". To connect your QuickBooks account with gini, click "Connect to QuickBooks". You can also connect your QuickBooks account on any flow page that requires the QuickBooks app connection.

Sign in to QuickBooks

A pop-up window will appear. To continue the QuickBooks connection, enter your QuickBooks credentials and click "Sign in" to sign in to your QuickBooks account.

Connecting your QuickBooks company

Next, you will be asked to select a QuickBooks company and click “Next”. (If you have multiple companies, please select one from the drop-down list)

Once you have made your selection, click "Connect" on the next screen.

After connecting on the “Apps” page QuickBooks should be indicated as being connected under your connected apps.