The following set of steps displays how to create a QuickBooks Data Connector.

  • Select the ‘QuickBooks’ icon from the Data Connector page.

  • The QuickBooks Connector page opens.

  • Click the ‘Select Account’ option for login to a QuickBooks account.

  • The ‘Sign in’ page of the QuickBooks opens.

  • Enter the credentials to Sign in.

  • The user receives a code to assure the authenticity of the selected account. The users get a verification code through the registered email or mobile.

Note: the users can also sign in using the Google Account.

  • After verifying the authenticity code, the user gets a new window asking to authorize BDBizViz.

  • Click the ‘Connect’ option.

  • The QuickBooks connector page reopens with the ‘Change Account’ option indicating that a QuickBooks account has been selected.

  • Enter a Data Connector Name.

  • Click the ‘Save’ option

  • A success message appears, and the newly created QuickBooks Connector gets added to the Data Connectors list.

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