To upload your Quickbooks Online invoice data to Green Check, you'll simply need to connect your Quickbooks account.
Connect your Quickbooks Online account
In your Green Check account, navigate to Company Profile > Integrations.
Click the Quickbooks card.
In the drawer, check the box next to Enable Quickbooks integration.
- Click Connect.
Please note: You will be re-directed to Quickbooks to sign in to your Quickbooks account. Once you sign in, you will be re-directed back to your Green Check account.
After you connect
After you connect the Quickbooks integration to Green Check, you'll see that your integration status is Pending.
You'll know that the integration was completed successfully once this status changes to Connected. Once the integration is Connected, you will begin to see your Quickbooks invoice activity loading into Green Check the next day.
How it works
Following the connection, all new invoice payments in your Quickbooks account will be automatically synced to Green Check every night.
Please note: Existing invoices in your Quickbooks account will not be synced.