Connect and manage apps in QuickBooks

Apps let you do more with QuickBooks Online by adding extra features such as reporting, payments, time tracking, and more. You can browse apps directly in QuickBooks, connect them to your account, and manage them all in one place.

Things to know before connecting apps

• Only the primary admin and Company Admin can connect and manage apps in QuickBooks Online.
• Accountant Firm Owners (primary admin of the firm) can discover, connect, and manage apps for their clients and firm.
• Some apps may require setup within their own platform before connecting to QuickBooks Online.
• Beta apps may require you to opt in before use.
• Always review the permissions an app requests before authorising it.

Connect an app

1. Follow this link to complete the steps in product.
2. Search for the app you want to connect.
3. Select the app from the search results.
4. Select Get App Now.
   • If the app is in beta testing, the button will display Opt-in Now.
   • If the app requires setup in its own system, the button will display Learn More.
5. Authorise the app to connect to your QuickBooks Online account.
6. Follow any remaining steps to complete the app setup and adjust settings as needed.

Transfer app connection to another user

If you need to transfer an app connection to another user:

1. Follow this link to complete the steps in product.
2. Search for the app you want to transfer.
3. Select the app name in the search results.
4. Select Get App Now.
5. Review the details in the message that appears.
6. When ready, select Connect anyway.
7. Adjust the app settings as required for the new user.