Prerequisites

  • QuickBooks Online account

  • QuickBooks Company ID 

  • QuickBooks admin account email and password

  • You must be a Gtmhub administrator

How to find QuickBooks online Company ID

In order to connect QuickBooks Online with Gtmhub you will need your QuickBooks Online Company Id. Follow these steps to find it:

  • Log in to your QuickBooks Online account

  • Click on the little cog icon in the upper right corner

  • Click on the Account & Settings link under Your Company section

  • Click on the Billing & Subscription tab in the left menu

  • Copy the Company ID from this screen and keep it for later

How to connect

To connect QuickBooks Online in Gtmhub follow these steps:

  • Log in to Gtmhub

  • Navigate to Isights -> Data Sources

  • Click on Add new data source in the upper right corner

  • Select the product tab and select QuickBooks Online

  • In the connection dialog enter the name of the connection (something that will help you identify this connection, as Gtmhub allows you to connect more than one QuickBooks account) and the QuickBooks company ID

  • Click on the Authenticate button

  • When the QuickBooks authentication dialog appears click on the Authorize button

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