Resources  → Tutorials  → Add-ons  → Getting started with Quickbooks Online

Quickbooks: Getting started with Quickbooks Online

step 1:

Add Add-on

Navigate to "Add-ons" in the menu and get directed to the add-ons page. Add the Quickbooks add-on and follow the login procedure.

step 2:

Sign In

Sign into your Quickbooks account and select the company you wish to connect to.

step 3:


Confirm the Quickbooks company you are connecting to give Savvy Reports access to your data.

step 4:


After selecting the Quickbooks company you wish to connect, you will be redirected back to the add-ons page. You should now see a green light on the add-on to indicate it is now live and ready to be used.