Connect Unify To QuickBooks Online

Connect your accounting system to automatically sync order, customer, and product data across channels from one place. Note: Each version of QuickBooks Online has features unique to it and each of those features interact uniquely with Unify. Click here to check out the differences of each version of QuickBooks Online. To connect Unify to QuickBooks Online follow below steps:

Step 1: Go to the Connections tab and click on the Add Accounting option.

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Step 2: Now select Quickbooks as the Accounting software you want to connect to.

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Step 3: Upon clicking on Connect to QuickBooks, you will see a new Sign in window asking for your intuit credentials. Enter your ID and Password and Click on Sign In button.

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Step 4: When asked, Click the Authorize button to connect.

After Authorizing, Unify will begin downloading Customers, Products and Other data from your QuickBooks online Company file. These are for the internal settings and configurations that you will need to do, to begin setting up Unify. If you need help with these settings, you may speak to your accounts manager to setup an onboarding.

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Once the data and settings download, you will see the screen below. Do remember that all of these are necessary to be turned on for Unify to function smoothly. Should any one of these be turned off, remember to flick the switch and turn on the option in Unify (which in turn will turn it on in QuickBooks Online)

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If the switches do not turn on, click here to learn how to setup these options manually in QuickBooks Online.

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Comments

  • Avatar
    Daniel Philp

    It is super-frustrating that you don't indicate in this article that you need a different account to use this feature than the basic QBO account. I was forced to upgrade to a QBO plan that was twice as expensive to get the expense syncing to work properly.

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    Allegra Mitchell

    Thanks for your suggestion Daniel. We have added a note at the top with a link back to Intuit with the comparison features of all three QuickBooks Online versions.

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