How do I connect my “Company” to an accounting data source via QuickBooks Online?

To use the Financial Analytics functionality, you will need to connect an accounting data source to your company profile.

NOTE:  Only the owner or a designated admin can connect an accounting data source.

The tutorial below will demonstrate how to connect your Company to QuickBooks Online.

1. From the selected company homepage, click on the "Connect" button located next to the "Accounting Connection Status".
   
   
   
   
2. Complete the "Connect to the accounting data source" by selecting "QuickBooks" from the data source drop-down, and selecting both a "Start Date" and "End Date" of the data required to be connected.  Click on the green "Connect" button to proceed.  
   
   
   
   
   
3. You will be redirected to QuickBooks, where you will be required to log in using your QuickBooks Online login credentials. 
   
   
   
   
4. From the company search box, select the required one.
   
   
   
   
5. You will be directed to the "Accounting Data Integration" page where you will receive confirmation that your accounting data connection was a success.  Click on the "Back to companies" button to return to the company screen.  
   
   
   
   
   
6. A green refresh and red disconnect icon button will appear next to the "Accounting Connection Status".