🔧 How to Set Up the QuickBooks Online Integration

Setting up the Client Hub integration with QuickBooks Online only takes a few minutes and helps streamline the process of tracking uncategorized transactions.

🔐 Before you begin:

• You must be a Client Hub Admin user and have access to the client’s QuickBooks Online company file.
• Once the connection is established, the Books Review feature (firm only access) is automatically enabled.

🛠 Step-by-Step Setup Instructions

1. Open Setup & Settings

   From the left-hand menu in Client Hub, click Setup & Settings.

2. Go to QuickBooks Integration

   In the Advanced section, click QuickBooks Integration.

3. Connect to QuickBooks

   Click Add Another QuickBooks Company.

   Log in to QuickBooks Online

   On the QuickBooks login screen, enter your QBO credentials.

   Choose the Right Company File

   • If you're a QBO Accountant user, select your firm name first, then the client company file you want to connect.

4. Authorize the Connection

   You’ll be asked to allow Client Hub to view and update QBO data. Click Connect to confirm.

5. Select Monitored Accounts

   Follow the prompts to choose which Expense or Income accounts should be monitored.

   ⚠️ Do not select Bank or Credit Card accounts.

   Only use accounts related to uncategorized or push-to-client transactions.

Once connected, any supported transactions posted to those accounts in QuickBooks will trigger a Client Task in the associated workspace—automating your review and follow-up process.