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Connect QuickBooks Online
October 28, 2020
1 min

Table Of Contents

01
Step One
02
Step Two
03
Done

Connecting QuickBooks Online to Simple Review Management consists of two easy steps.

The app will guide you through each step. The whole flow takes less than 5 minutes to complete.

Step One

The connect flow starts on this page. However, you must be logged in and have a company in your account to access it. You can start that process on the create account page.

Once you are on the page click the blue button that says “Sign in with Intuit” on the right side of the page. Clicking that button will take you to the QuickBooks Online / Intuit login page (this should look familiar).

On the QuickBooks Online login page, log in to your QuickBooks Online account.

When you are done logging in you will be returned to the Simple RM app.

Q:
What is Intuit?
A:
Intuit is the company that owns QuickBooks.
Q:
Why do I have to log in to QuickBooks Online?
A:
You need to be logged into your Intuit / QuickBooks Online account to be able to connect QuickBooks Online to Simple RM.

Step Two

Now that you are logged in it is time to connect QuickBooks Online to Simple RM.

You should be on a page that shows you are on step two, titled “Connect QuickBooks”.

This time you will want to click the green “Connect to QuickBooks” button on right side of the page. When you do you will be taken to a new page.

You should now be on a QuickBooks Online page that gives you the option to Connect QuickBooks Online to Simple RM. Click the “Connect” button. When you do you will be taken back to the Simple RM app.

Q:
Why does the app need access to my QuickBooks Online Data?
A:
The app only accesses data in your QuickBooks Online account for the sole purpose of sending customers review request follow up emails.

Done

Once the QuickBooks Online connect flow is complete you will be sent back to the Create Company page so you can finish setting up your company.


Tags

#Setup#QuickBooks

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