Quickbooks

Learn how to integrate Quickbooks with Trainual.

Automate how you take people from just hired to fully onboarded with the QuickBooks integration.

✅ To enable this integration with Trainual you will need Administrator access within your Quickbooks account.

To Connect Your Quickbooks Account:

1. Log into your Trainual account.

2. Expand the Account options from the left-hand navigation menu and choose "Integrations."

   

3. Find Quickbooks and click, Read More.

4. Click Connect Your Quickbooks account

5. A pop-up will appear, prompting you to sign in to your existing Quickbooks account. Sign In!

📝 Once logged into your Quickbooks account, you'll notice the "Connect your provider account" button is disabled. This means the connection was successful!

Once your integration is connected, you're ready to invite your team. 🙌

To Invite Your Quickbooks Team:

Option 1

1. From the Quickbooks page, click Invite My Team; this will lead you to the Users page and open the import modal.

2. Select team members and verify email addresses and set permissions.

3. Invite users by selecting Invite Now or Invite Later option.

4. A confirmation window will appear, indicating how many team members are invited. Close this window.

Option 2

1. Head straight to the Users page.

2. Click on the Invite User dropdown.

3. Select import Quickbooks users.

4. Select team members and verify email addresses and set permissions.

5. Invite users by selecting Invite Now or Invite Later option.

6. A confirmation window will appear, indicating how many team members are invited. Close this window.

Once all team members are invited, we'll send a notification your way letting you know you've successfully invited your team. Feel free to continue working within the Trainual app while we bring your new users over! 🎉