QuickBooks online: Overview

This flow chart below will guide you through which articles will apply to you. Answer the questions with Yes/No and read the information carefully.

In the 'Read and complete' sections, you will see text which applies to a link below. Click this link to open the article in a new tab. Follow and complete the instructions in the order of the questions below.

Note: The character limit for customer names is 18 due to QuickBooks limitations through the integration.

Linking existing customers/suppliers

QuickBooks online: Set up accounting integration