Steps to Connect Quickbook Online withLoopAI:
- Navigate to Balance: Navigate to bookkeeping within the platform from the left panel and under bookkeeping select "Software Integration" to initiate the process and click on "Integrate Bookkeeping software"
- Click on the QBO logo on the screen and the QBO login screen will pop up.
- Simply log in using your QuickBooks Online (QBO) credentials. The first time you connect, you may be prompted to enter a One-Time Password (OTP) for authentication. Once authenticated, select your company from the drop-down list. If you manage multiple clients, choose the specific client you want to connect, then click "Next" to proceed.
- It will redirect you to Loop screen and say QBO integration successful.
