Quickbooks Online Setup - Integration

Easily connect your QuickBooks Online account to FactorCloud by following the steps below. This guide will walk you through the setup process and help ensure a smooth connection.

✅ Step 1: Locate the QuickBooks Integration

1. Navigate to Settings > Admin > Integrations.

2. Find the QuickBooks integration.

3. Click Authorize – you may see this either within the Integrations section or at the top of the Journal Setup screen (see image below).

🔐 Step 2: Authorize Your QuickBooks Account

You’ll be redirected to accounts.intuit.com to:

• Log in with your QuickBooks credentials

• Grant FactorCloud access to your QuickBooks account

📅 Step 3: Confirm Authorization

After authorization:

• Return to Settings > Admin > Integrations > Quickbooks Online Setup

• You should now see the integration shown as Active until a later date when the system will require you to reauthorize due to security reasons. 

📘 Step 4: Set Up Internal Ledgers

1. Go to Settings > Admin > Journal Setup

2. Begin adding the internal ledgers

3. For each ledger:

   • Enter the Account Number

   • Use the dropdown menu to assign it to the appropriate QuickBooks account

   • These accounts are pulled directly from your QuickBooks Online account

   • The data from FactorCloud will be pushed to the assigned account in QuickBooks

We recommend adding all 9 ledgers to prevent any issues pushing data over in the future. You can also edit or unlink once you've added them as needed by hovering over the ledger. 

🚫 Step 5: Avoid Data Gaps

FactorCloud’s integration does not allow gaps in data synchronization.
Before pushing data to QuickBooks for the first time:

📧 Email: helpdesk@factorcloud.com
Our development team will add a first-time entry to ensure data can sync successfully.

Need help? Contact our support team anytime at helpdesk@factorcloud.com.