Have a look at this quick video which will show you how to connect to a client using QBO.
For a step by step guide, follow the instructions below:
- Login to Common Ledger, then click +Create Connection, then select the QuickBooks Online icon
- Click the Connect button
- A window will appear for you to enter your existing Quickbooks Online login information. Complete your details and click Login
- Select the organisation which you wish Common Ledger to access and click, Allow Application
- Select your ledger type and the financial year you would like to get data from, then click Apply
- The data will now sync into Common Ledger and you will be taken to the Common Ledger Dashboard