How to Get Started with QuickBooks on Zapier

About Quickbooks Online's Integration

  • Admin/owner permissions: Admin
  • Paid/versioned account: Paid
  • Custom field support: N/A
  • Partner’s documentation: N/A

Connecting with Quickbooks Online

When you start creating a QuickBooks Online Zap, you will be prompted to connect a New Account:

Connect your QuickBooks account.

Click the button and a pop-up would appear. Enter your QuickBooks Online Email/User ID and Password:

Login to QuickBooks

After adding your login details, QuickBooks online will ask you to authorize Zapier to access your data. Click Authorize:

Authorize Zapier to access your QuickBooks account.

The pop-up would disappear and you will see your QuickBooks Online account added to your Zapier account and is ready for selection.

Testing and approving your account in Zapier!

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