Connect your QuickBooks Online account so FactorCloud can push journal entries to it.
Step 1 – Find the integration
- Go to Settings › Admin › Integrations.
- Find Quickbooks Online Setup and click Authorize. You can also start this from the top of the Journal Setup screen.
Step 2 – Authorize
You are sent to accounts.intuit.com to sign in to QuickBooks and grant FactorCloud access.
Step 3 – Confirm
Return to Settings › Admin › Integrations. QuickBooks Online Setup should show as authorised.
Authorization expires. Intuit requires periodic reauthorization. When it lapses the integration shows EXPIRED and Journal Setup displays "Quickbooks Authorization has expired, please authorize to view the Journal!". Click Authorize Quickbooks Setup and sign in again – nothing is lost.
Step 4 – Map your ledgers
- Go to Settings › Admin › Journal Setup.
- Add each internal ledger, entering its Account Number and choosing the matching QuickBooks account from the dropdown. Those accounts are pulled live from QuickBooks.
Map every ledger you use, not just the ones you need today – an unmapped ledger will fail to sync later. Hover a ledger to edit or unlink it.
Step 5 – Before your first sync
The integration does not allow gaps in data. Email helpdesk@factorcloud.com before pushing data for the first time so the team can add the first-time entry that lets syncing start cleanly.
Other integrations
Bankshot and Tank Online Setup are authorised from the same Integrations screen.
Need help? Contact helpdesk@factorcloud.com.