--- title: "Manage the QuickBooks Online Integration" slug: "manage-the-quickbooks-online-integration-1" updated: 2026-05-18T11:00:17Z published: 2026-05-18T11:00:17Z canonical: "docs.restaurant365.com/manage-the-quickbooks-online-integration-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage the QuickBooks Online Integration This article is part of the [QuickBooks Online (QBO) integration](/doc/docs/quickbooks-online-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. 1. Open the **Admin** application. 2. Expand the **Integrations** category. 3. Select **Integrations**. 4. Expand the **Banking** category. 5. Click **Connect** or **Edit** in the QuickBooks box. The [QuickBooks Connection window](/doc/docs/quickbooks-connection-window) opens. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-X2A6INJ9.png?sv=2026-02-06&spr=https&st=2026-11-09T21%3A09%3A38Z&se=2026-11-09T22%3A09%3A38Z&sr=c&sp=r&sig=lAay4IncZi9QRbOk8ZoYtiF36uAKXHTRxvGH61yk0fo%3D) ****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. 1. Open the **Admin** application. 2. Expand the **Import** category. 3. Select **Import Hub**. 4. In the Onboarding section, select **Start** or **Resume** in the desired import. 5. Set **Integrate with QuickBooks Online** as the **Import Method**. 6. Select **Integrate with QuickBooks Online.** 1. 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](/doc/docs/quickbooks-connection-window) opens. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GYY4CTSG.png?sv=2026-02-06&spr=https&st=2026-11-09T21%3A09%3A38Z&se=2026-11-09T22%3A09%3A38Z&sr=c&sp=r&sig=lAay4IncZi9QRbOk8ZoYtiF36uAKXHTRxvGH61yk0fo%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0XLUNJ9W.png?sv=2026-02-06&spr=https&st=2026-11-09T21%3A09%3A38Z&se=2026-11-09T22%3A09%3A38Z&sr=c&sp=r&sig=lAay4IncZi9QRbOk8ZoYtiF36uAKXHTRxvGH61yk0fo%3D) ## 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**](/doc/docs/quickbooks-connection-window)**,** select the **connection admin.**** > [!NOTE] > 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U9XJBFAY.png?sv=2026-02-06&spr=https&st=2026-11-09T21%3A09%3A38Z&se=2026-11-09T22%3A09%3A38Z&sr=c&sp=r&sig=lAay4IncZi9QRbOk8ZoYtiF36uAKXHTRxvGH61yk0fo%3D) ****2)** Select the **Connect to QuickBooks** button.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HXC9FFH0.png?sv=2026-02-06&spr=https&st=2026-11-09T21%3A09%3A38Z&se=2026-11-09T22%3A09%3A38Z&sr=c&sp=r&sig=lAay4IncZi9QRbOk8ZoYtiF36uAKXHTRxvGH61yk0fo%3D) ****3)** Enter QuickBooks **login** **credentials**.** Follow the QuickBooks prompts to login. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KNG939J1.png?sv=2026-02-06&spr=https&st=2026-11-09T21%3A09%3A38Z&se=2026-11-09T22%3A09%3A38Z&sr=c&sp=r&sig=lAay4IncZi9QRbOk8ZoYtiF36uAKXHTRxvGH61yk0fo%3D) ****4)** Click **Sign-in** to complete the connection.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZTY0RI5W.png?sv=2026-02-06&spr=https&st=2026-11-09T21%3A09%3A38Z&se=2026-11-09T22%3A09%3A38Z&sr=c&sp=r&sig=lAay4IncZi9QRbOk8ZoYtiF36uAKXHTRxvGH61yk0fo%3D) --- ## 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: *Click steps to expand for additional information and images.* ****1)** In the [**QuickBooks Connection Window**](/doc/docs/quickbooks-connection-window)**,** select **Add Company.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OWZ3BRVI.png?sv=2026-02-06&spr=https&st=2026-11-09T21%3A09%3A38Z&se=2026-11-09T22%3A09%3A38Z&sr=c&sp=r&sig=lAay4IncZi9QRbOk8ZoYtiF36uAKXHTRxvGH61yk0fo%3D) ****2)** Enter QuickBooks **login** **credentials**.** Follow the QuickBooks prompts to login. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KNG939J1.png?sv=2026-02-06&spr=https&st=2026-11-09T21%3A09%3A38Z&se=2026-11-09T22%3A09%3A38Z&sr=c&sp=r&sig=lAay4IncZi9QRbOk8ZoYtiF36uAKXHTRxvGH61yk0fo%3D) ****3)** Click **sign-in** to complete the connection.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-P46YWE9J.png?sv=2026-02-06&spr=https&st=2026-11-09T21%3A09%3A38Z&se=2026-11-09T22%3A09%3A38Z&sr=c&sp=r&sig=lAay4IncZi9QRbOk8ZoYtiF36uAKXHTRxvGH61yk0fo%3D) --- ## 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**](/doc/docs/quickbooks-connection-window), click **Disconnect** next to the company to be removed from the integration.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C4IB1XHD.png?sv=2026-02-06&spr=https&st=2026-11-09T21%3A09%3A38Z&se=2026-11-09T22%3A09%3A38Z&sr=c&sp=r&sig=lAay4IncZi9QRbOk8ZoYtiF36uAKXHTRxvGH61yk0fo%3D)