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How do I connect an app?

SOLVEDby QuickBooks1Updated over 1 year ago

Key Information about connecting apps to QuickBooks Online

  • For non-accountant firm users, ONLY the primary admin and Company Admin users are able to connect and manage apps in their QuickBooks Online account.
  • (NEW!) Accountant Firm Owners (primary admin of the firm) are now able to discover, connect, and manage apps for their clients and their firm.

To learn more about the Accountant experience with apps, see Apps in QuickBooks Online Accountant.

Steps to Connect an app in QuickBooks Online

  1. Sign in to your QuickBooks Online account.
  2. Select the Apps tab on left navigation bar.
  3. Search for the app you wish to connect to your QuickBooks Online account.
  4. Select the App.
  5. Select the Get App Now.
    • If an app is in beta testing, the button will display Opt-in Now.
    • If an app requires you to connect the app from within their system, the button will display Learn More.
  6. Authorise the app to connect to your QuickBooks Online.
  7. Follow the remaining steps to connect and set up the app settings to your choice

Transfer App Connection to Another User

  1. Sign in to your QuickBooks Online account.
  2. Select the Apps tab on left navigation bar.
  3. Search for the app you are interested in.
  4. Select the app name in the search results.
  5. Select the Get App Now button.
  6. Review the message details.
  7. When you're ready, select Connect anyway.
  8. Continue on to adjust the settings for the app.

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