QuickBooks Online Integration

Sortly allows Enterprise customers to connect to QuickBooks Online (QBO) to easily send information like invoices and purchase orders to their existing QBO account.

If you do not have an Enterprise subscription and would like more information, please click here to connect with our Enterprise Team. 

Connect to QBO

From the Settings Tab

  1. Navigate to Settings and click on QuickBooks Online
  2. Click on Connect to QBO
  3. Follow the onscreen prompts to connect your existing QBO account.
  4. Once connected, the integration will show Manage QBO

 

From the Invoices Tab

  1. Navigate to the Invoices Tab
  2. Click on an invoice and select Connect to QBO
  3. Follow the onscreen prompts to connect your existing QBO account.
  4. Once connected, you will see Manage QBO and Send to QBO options 

Using the QBO Integration

For more information on how to use the QuickBooks Online Integration, please see the following articles:

 

 

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