1. On the main menu, select [ Finance > Settings ].
2. Scroll down to “Accounting” section or select it from the navigation on the top left of the page.
3. Make sure that you have “QuickBooks Online” selected as your Account software.
(If not, select it and press “Save” at the top of the page).
4. Press “Setup your account software settings” button.
Esto te redirigirá a QBO, donde tendrás que iniciar sesión, seleccionar tu empresa en QBO(si tienes más de una) y permitir que Streamline acceda a tus datos.
1. First, select your company.
2. And then allow access to your QBO data.
If Streamline successfully connects to your QBO, you will be redirected to the page where you will have to fill out some additional data so that Streamline can correctly import and export data to QBO.
Log in, go to [ Finance > QuickBooks Dashboard ] and connect.
After you have successfully connected to your QBO by following steps above, you will be redirected to a page where you will have to complete the connection by filling out a form which is visible on the following image:
