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Connecting a QuickBooks Online client
Connecting a QuickBooks Online client
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Written by Michael Gannon
Updated over a week ago

Have a look at this quick video which will show you how to connect to a client using QuickBooks Online.

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

  2. Click the Connect button

  3. A window will appear for you to enter your existing QuickBooks Online login information. Complete your details and click Login

  4. Select the organisation which you wish Common Ledger to access and click, Allow Application

  5. Select your ledger type and the financial year you would like to get data from, then click Apply

  6. The data will now sync into Common Ledger and you will be taken to the Common Ledger Dashboard

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