Connecting QuickBooks

This article will walk you through the steps to connect your QuickBooks account to your portal.

Updated this week

With our QuickBooks accounting integration, you can easily and automatically pull in revenue information for your partners into your portal. This will allow visibility for partners into their potential earnings.

Setting up your QuickBooks Account

Before you connect your portal, you'll need to ensure that your partners all have an account in your Quickbooks. When enabling the integration, we'll map each lead to the designated partners' QuickBooks account to read any new revenue.

Connecting your Portal

Once you've ensured all your partners have an account in your QuickBooks, head to your Integration tab and select the Enable Quickbooks button.

Log into your account and connect to your portal.

Once connected, click on the Map Leads button.

Map your leads to your partner's QuickBooks account.

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