Quickbooks

Step 1: Begin connection

Click the “Connect to QuickBooks” button to initiate the connection process.

Step 2: Login to Quickbooks

You’ll be redirected to a QuickBooks login page. Enter your QuickBooks credentials to sign in.

Step 3: Connect

After logging in, click the “Connect” button to authorize the connection between Demandly and your QuickBooks account.

Step 4: Close the Authorisation Complete Window

Once authorization is successful, close the “Authorisation completed successfully” window that appears.

Step 5: Click “Finish”

Click the “Finish” button in Demandly to complete the setup.

Step 6: Verify Your Integration

You’ll now see a confirmation screen showing your Quickbooks integration status as “Running”. This confirms everything is working properly. Close this window by clicking the X in the top right corner to return to your integrations page.

That’s it! Your Demandly account is now successfully connected to your Quickbooks account.

If you need to make changes to this integration later, you can return to the integrations page and reconfigure or deactivate it as needed.

Need Help?

If you’re experiencing issues with your integration:

• Contact our support team at support@demandly.com