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

• Connect to QBO
• Using the Integration
  • Invoices
  • Purchase Orders
• FAQ

Connect to QBO

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

Using the QBO Integration

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

• Invoices

• Purchase Orders

FAQ

Can I use QuickBooks Online with the Ultra plan?

QuickBooks Online export isn’t available on the Ultra plan right now. This feature is currently included only with Premium and Enterprise subscriptions.

If you’d like access, you can upgrade your plan (or contact our team to confirm the best option for your account).