This document is intended to outline the steps involved in setting up the QuickBooks Online integration for an Alvys tenant.

Pre-requisites

In order to successfully complete the QuickBooks Online integration, the following is required of the tenant prior to starting the integration:

  1. An existing QuickBooks Online account
  2. An Admin user login credentials for said QuickBooks Online account
  3. Tenant’s Chart of Accounts created in QuickBooks

Steps

Setup

  1. Navigate to the Management Page https://app.alvys.com/#/manage/company-profile

  2. Select the Integrations tab

  3. Select Accounting in the list of Integration types

  4. Click on the ✏ icon on the QuickBooks Online option to open the dialog box

  5. Select the Subsidiary you wish to add the integration to and click Save

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  6. In the dialog box that appears, click on Login. You will be redirected to Intuit (QuickBooks Online) to login to your QuickBooks Online accounting using the login credentials for an Admin user.

Connecting to QuickBooks Online

  1. Enter the Admin user’s email or user ID and password, then click Sign In.
  2. Select a Company from the list and click Next.
  3. Click Connect to authorize the sharing data between QuickBooks and Alvys.