How do I connect QuickBooks?
ForLandlordsProperty managers
Who can do this
Landlord; Organization users with Manage Integrations and Connect QuickBooks.
Where to find it
Settings → Integrations → Quickbooks → Connect.
Steps
- Click Connect on the Quickbooks card ("Sync your accounting data from QuickBooks to view financial summaries and transactions.").
- Sign in to Intuit and authorize Kera for your QuickBooks company.
- You return to Kera on Connecting QuickBooks, then QuickBooks Connected! ("Redirecting you to the accounting page...").
What happens next
Kera opens Accounting, which now shows your QuickBooks figures. The card shows Connected. How the QuickBooks view works is in chapter 09.
Limits
The QuickBooks connection is read-only and one-way: Kera shows QuickBooks figures but doesn't write anything back to QuickBooks and doesn't copy QuickBooks data into Kera's own books.
Troubleshooting
Connection Failed with Go to Accounting: the authorization didn't complete. "Missing required OAuth parameters. Please try connecting again." or "You must be logged in to connect QuickBooks.": sign in and try again from Settings.
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