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Connect to QuickBooks Online in the Global Options.

Note

The following must be done when connected to the Operations App through the Cloud Client. It cannot be set up through any other remote desktop application.

  1. Click Options in the toolbar.

  2. Go to the Accounting tab then click the QuickBooks Online tab.

  3. Check Enable Two-Way Integration.

  4. Log in to QuickBooks Online to authenticate the connection.

  5. Select QuickBook account to sync (if you have multiple accounts).

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