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How to connect your QuickBooks Online account with EZFacility

This lesson will show you how to connect your Quickbooks Online ("QBO") account with your EZFacility account

Administration

Click on Administration. 

**Trainer Tip: Use the left navigation sidebar to access your QuickBooks Online Settings.

QuickBooks Online

QuickBooks Online Authorization

Click Authorize

To connect your QuickBooks Online account to EZFacility, the first step is to log into your QuickBooks account.

Enter your credentials from QBO, and then click "Sign In."

Verify Your QuickBooks Online Account

QBO might ask that you verify your account*. To continue with authorizing your account, you will need to complete this step.

*This prompt may not show during your authentication process. If you do not see this step when authorizing your account, please skip to the "Connect Your QuickBooks Online Account" step.

Verify Your QuickBooks Online Account - Cont...

Enter the 6-digit code provided by QBO, and then click "Continue"*.

*This prompt may not show during your authentication process. If you do not see this step when authorizing your account, please skip to the "Connect Your QuickBooks Online Account" step.

Choose Your Company

Choose which company you would like to connect to.

*This prompt may not show during your authentication process, especially if you only have one company. If you do not see this step when authorizing your account, please skip to the "Connect Your QuickBooks Online Account" step.

Connect Your QuickBooks Online Account

Click Connect

If the authorization is successful, you will receive a message in the browser window. You can close this window and return to your TMS account.

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