This article is part of the QuickBooks Online (QBO) integration and covers managing the QuickBooks Online connection, including connecting to QuickBooks Online, adding a company to an existing connection, and disconnecting from QuickBooks Online. The QBO integration allows users to connect to multiple QBO companies to accommodate users with multiple logins and can be accessed from the Integrations page or the Import Hub, with options that vary based on where the connection is opened.
Navigation
Navigation Steps for Integrations Page
Use this option when connecting with QuickBooks to push GL (general ledger) data from Restaurant365 to QuickBooks Online.
Open the Admin application.
Expand the Integrations category.
Select Integrations.
Expand the Banking category.
Click Connect or Edit in the QuickBooks box.
The QuickBooks Connection window opens.
Navigation Steps for Import Hub
Use this option when connecting with QuickBooks to import vendors or a chart of accounts from QuickBooks Online to Restaurant 365.
Open the Admin application.
Expand the Import category.
Select Import Hub.
In the Onboarding section, select Start or Resume in the desired import.
Set Integrate with QuickBooks Online as the Import Method.
Select Integrate with QuickBooks Online.
The example below displays the buttons on the Vendors import, but the selections are the same for the Chart of Accounts import.
The QuickBooks Connection window opens.
Connect to QuickBooks Online (QBO)
Follow these steps to connect to to QBO on the Integrations page:
Click steps to expand for additional information and images.
1) In the QuickBooks Connection Window, select the connection admin.
The user selected will receive any QBO integration related communication emails.
Begin typing the username to search for the desired user, then select them from the list.
2) Select the Connect to QuickBooks button.
3) Enter QuickBooks login credentials.
Follow the QuickBooks prompts to login.
4) Click Sign-in to complete the connection.
Add a Company to the QuickBooks Online (QBO) Integration
Users are able to connect multiple QBO instances to one R365 instance by adding companies to the integration.
Follow these steps to add a company to an existing QBO integration:
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1) In the QuickBooks Connection Window, select Add Company.
2) Enter QuickBooks login credentials.
Follow the QuickBooks prompts to login.
3) Click sign-in to complete the connection.
Disconnect from QuickBooks Online (QBO)
Follow these steps to disconnect from QuickBooks Online:
Click steps to expand for additional information and images.
1) In the QuickBooks connection window, click Disconnect next to the company to be removed from the integration.
