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Dataset - Manage Sources - QuickBooks Online Connection

After selecting Add New Source from either method described in the Datasets - Manage Sources knowledge article, a new source screen will be displayed, select 'QuickBooks Online' from this list of available connections.



A login screen to QuickBooks Online will appear. Login using your credentials and a list of available client files will be displayed. 



This will redirect you back to Reportance. Select Connect to establish a connection to the client file.  



By default the name of the source will be the Quickbooks Online file name, this can be changed if necessary. Finally, select Add source to finalise the connection.  



Return to: Datasets - Manage Sources.


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