Step 1 - Connecting to QuickBooks

This first step describes how to connect to your QuickBooks Online account and set up integration options.

  1. In Settings - Integrations - QuickBooks - QuickBooks Online click on Enable.
  2. In the next page, click on Connect to QuickBooks to authenticate your Service Desk account with your QuickBooks account:
  3. An Intuit dialog opens asking you to authorise sharing your QuickBooks data with Service Desk.

  4. Click Authorise.
  5. After successful authorisation, the QuickBooks Online page is displayed in Service Desk:

    The following information is displayed:

    • In the Invoice creation section, the customer name is displayed. If you make any changes to invoice settings/references in QuickBooks, click on the Update data from QuickBooks Online now button to bring the changes into Service Desk immediately.
    • In the Remove QuickBooks section, you can disconnect this QuickBooks integration (and set up integration with another QuickBooks account if desired).
    • In the General settings section, you can set up more invoicing options.

  6. In the Invoice creation section, click on the Update data from QuickBooks Online now button to ensure up-to-date data has been brought into Service Desk.
  7. The General settings section is where you will carry out Step 2 - Configuring Invoice Options.