Connecting Multiple QBO Instances to R365

The QuickBooks Online (QBO) integration allows multiple QBO accounts to connect to a single R365 instance by adding companies to the integration. This flexibility supports efficient management of financial data across different entities.

Add Companies to the Integration

To connect additional QBO accounts, companies can be added to the integration. During this process, each QBO company requires login credentials for authentication.

Mapping GL Accounts, Vendors, and Locations

When mapping GL accounts, vendors, and locations, the system provides the option to select the appropriate QBO company for the mapping. This ensures accurate alignment of data between R365 and the connected QBO accounts.