---
title: "QuickBooks Connection Window"
slug: "quickbooks-connection-window"
description: "QuickBooks Connection Window reference: buttons, status indicators, and connection actions."
updated: 2026-05-18T11:00:17Z
published: 2026-05-18T11:00:17Z
canonical: "docs.restaurant365.com/quickbooks-connection-window"
---

> ## 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.

# QuickBooks Connection Window

The QuickBooks Connection window contains the settings for the [QuickBooks Online integration](/doc/docs/quickbooks-online-integration).

From this page, users can:

- [Add a QuickBooks company](/doc/docs/manage-the-quickbooks-online-integration#add-a-company-to-the-quickbooks-online-qbo-integration)
- [Disconnect a QuickBooks integration](/doc/docs/manage-the-quickbooks-online-integration#disconnect-from-quickbooks-online-qbo)
- Open the [QuickBooks Mapping screen](/doc/docs/quickbooks-mapping-screen)

> Additional options appear on the QuickBooks Connection window based on how it is accessed. See [QuickBooks Connection Window Buttons and Fields](/doc/docs/quickbooks-connection-window#quickbooks-connection-window-buttons-and-fields) below for details on which options are available in each context.

---

## 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-X2A6INJ9.png?sv=2026-02-06&spr=https&st=2026-10-27T13%3A13%3A18Z&se=2026-10-27T14%3A13%3A18Z&sr=c&sp=r&sig=GAmzDam85HTAtOeklyUTiqpbkW35FO%2BrabWvaibpyng%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 vendor import, but the selections are the same for the Chart of Accounts import.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6D5UFP2R.png?sv=2026-02-06&spr=https&st=2026-10-27T13%3A13%3A18Z&se=2026-10-27T14%3A13%3A18Z&sr=c&sp=r&sig=GAmzDam85HTAtOeklyUTiqpbkW35FO%2BrabWvaibpyng%3D)![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RUQSM8DG.png?sv=2026-02-06&spr=https&st=2026-10-27T13%3A13%3A18Z&se=2026-10-27T14%3A13%3A18Z&sr=c&sp=r&sig=GAmzDam85HTAtOeklyUTiqpbkW35FO%2BrabWvaibpyng%3D)

---

## QuickBooks Connection Window Buttons and Fields

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W4XFUN00.png?sv=2026-02-06&spr=https&st=2026-10-27T13%3A13%3A18Z&se=2026-10-27T14%3A13%3A18Z&sr=c&sp=r&sig=GAmzDam85HTAtOeklyUTiqpbkW35FO%2BrabWvaibpyng%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Connection Setup | Section of connection settings that apply to the integration. |
| **2** | Connection Admin | R365 User who [manages the QuickBooks](/doc/docs/manage-the-quickbooks-online-integration) online integration and will receive alerts related to the integration. |
| **3** | Connected Companies | Lists the QuickBooks companies that are currently connected to R365. |
| **4** | Disconnect | [Disconnects](/doc/docs/manage-the-quickbooks-online-integration#disconnect-from-quickbooks-online-qbo) the company in that row from the integration. |
| **5** | Add Company | Opens a QuickBooks login window where credentials are entered. |
| **6** | Disconnect (all) | Disconnects all connected QuickBooks companies. |
| **7** | Chart of Accounts | Opens the [Chart of Accounts import](/doc/docs/chart-of-accounts-import) where GL accounts from the connected companies are brought into Restaurant365. Appears **only** when the QuickBooks Connection window is accessed through the Chart of accounts import in the [Import Hub](/doc/docs/import-tool-page). |
| **8** | Import Vendors | Opens the [**QuickBooks Vendor Import screen**](/doc/docs/quickbooks-vendors-import-screen) where QuickBooks vendors are reviewed, edited, and selected for import. Vendors from **all connected companies** are pulled for review. Appears **only** when accessed from the Vendors import in the [Import Hub](/doc/docs/import-tool-page). |
| **9** | Edit Mapping | Opens the [QuickBooks Mapping screen](/doc/docs/quickbooks-mapping-screen) where mapping is managed. Appears **only** when the QuickBooks Connection window is accessed from the [Integrations page](/doc/docs/integrations-menu). |