QuickBooks

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.