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Connect QuickBooks Online

Link your books once and let the sync run.

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Before you start

Only an owner or admin can connect QuickBooks. You will need to sign in to Intuit and choose which QuickBooks Online company to connect.

Connecting

  1. Open Settings, then Integrations.
  2. In the QuickBooks section, choose Connect to QuickBooks.
  3. Sign in at Intuit and pick the company.
  4. Approve the connection.

You are returned to Crewfather, and the section shows the connection and the time of the last sync.

Syncing then runs on its own overnight. You can also run it on demand from the same section.

Disconnecting

Disconnect from the same section at any time.

Records already in QuickBooks Online stay there. Disconnecting stops the sync; it does not remove or change anything Crewfather has already sent. Your Crewfather account is unaffected.

When you disconnect, Crewfather asks Intuit to revoke its access first and only then clears the connection here, so the credentials stop working at the moment you disconnect rather than when they would have expired on their own.

Currency

Crewfather works in US dollars. Amounts are sent as numbers with no currency attached, so a QuickBooks Online company with multi-currency turned on records them in its home currency.

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