How do I connect to QuickBooks?

How do I connect to QuickBooks?

Go to the Main Settings (gear icon in top right corner of the Main Dashboard) to access Matter365 application settings and choose QuickBooks Online integration.


On this page, you will see a list of existing QuickBooks companies that are linked to Matter365, or you can add a new one. Use Connect button and follow the QuickBooks wizard that will ask for your credentials in order to authorize you to access QuickBooks. 


After you have set up your company here, you can start using Matter365 accounting features. 

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