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.

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Please 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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