Setting up the Steelhead-QuickBooks Online Integration

V4 Accounting Integration

V4 accounting integrations are found in the Integrations tile of Steelhead.

Integration Set Up

1. Identify a Steelhead user that also has QuickBooks Online (QBO) Administrative Access. This account will be used to link the two programs. Steelhead and QBO will need to be opened on the same device for set up.
2. Sign in to QuickBooks Online.
3. Sign in to Steelhead.
4. Open the Integrations tile, click on the '+ Add Integrations' button.
5. Click 'QuickBooks Online'.
6. Name your integration and set any desired configurations (see Steelhead and Quickbooks Online Field Mapping for more details on specific settings).
7. Save the newly created integration
8. Click the 'Connect current user' icon.
9. In the QuickBooks Online Authentication menu click 'Connect'.
10. In the QuickBooks App Store window that opened click 'Connect'.

10. If successful it will auto close the QuickBooks App Store window and bring up the QuickBooks Online Authentication menu click 'Close' on that menu.
11. Should have an entry in the 'Source' column on the Integrations page.
12. Click the play button on the newly added integration.
13. Integration set up is complete.
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