There may be fees associated with setting up a new data connection. Please contact your account team to confirm pricing.
If you want to connect QuickBooks data for more than one company or firm, you will need to setup a connection for each via the connection wizard.
Pre-Implementation
To connect you will need administrator access in your QuickBooks Online account.
Implementation
1. Connect to QuickBooks Online
Go to BUCS Customer Portal > Connection Management > Connection Hub. Locate or search for the QuickBooks Online connector and click Connect.
2. Name your Connection
Enter a Name for your connection on the first page of the connection wizard and click Connect. The connection name should be descriptive and specific to the connection you want to establish.
3. Login to QuickBooks Online
Next, you will be directed to the QuickBooks Online login page. Enter your credentials and Sign In.
4. Connect your Company
If you have access to multiple companies in QuickBooks Online, use the drop-down field to select the companies BUCS Analytics can access.
5. Authorize the Connection
The next screen will allow you to authorize the connection. Read the information on screen and select Connect to agree to the terms.
6. Connection Established
If the connection was established successfully you will see a Connection Established message and data from QuickBooks Online will continuously sync to BUCS. If the connection was not successful, you will be asked to try again.
NOTE: If you don't see your QuickBooks Online data appear in the BUCS platform in 24 hours, please contact your account team.