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Connecting a QuickBooks Online client

Written by Kelly Zhou

Have a look at this quick video which will show you how to connect to a client using QuickBooks Online.
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For a step by step guide, follow the instructions below:

  1. Login to Common Ledger, then click +Create Connection, then select the QuickBooks Online icon
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  2. Click the Connect button
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  3. A window will appear for you to enter your existing QuickBooks Online login information. Complete your details and click Login
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  4. Select the organisation which you wish Common Ledger to access and click, Allow Application
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  5. Select your ledger type and the financial year you would like to get data from, then click Apply
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  6. The data will now sync into Common Ledger and you will be taken to the Common Ledger Dashboard

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