QuickBooks Integration Setup

Summary: How to connect QuickBooks for vendor workflows.

Steps:

1. Go to Integrations → QuickBooks → Connect.
2. Follow OAuth prompts to authorize.
3. Map data fields such as Vendor Name, Tax ID, Status.
4. Test connection with Sync Vendors.

Tips:

• Ensure QuickBooks admin permissions are granted.
• Use scheduled sync for large vendor databases.

Related Articles: Build a Vendor Onboarding Workflow; Troubleshoot Workflow Triggers