Connect to QuickBooks Online

Please note, disconnecting from QuickBooks Online will no longer allow you to post batches from Loft!

Follow these quick steps to get your QuickBooks Online account connected/reconnected to your Brokerage in Loft47. 

Connect QuickBooks Online

1. Please re sign in to your account via the sign in button in the top right of this webpage or going directly to https://app.loft47.com/

2. Head to your Integrations Menu under the Brokerage menu, you can connect via Settings or Activity page

3. Click on Connect to QuickBooks Online

4. You will be asked to connect to or log into your QuickBooks Online account to select the correct Company / Account name

5. Once you've selected your Company / Account name you'll be redirected back to the Activity page in Loft. From here you want to make sure you sync the accounts again. 

6. Once the sync is complete simply double check the connected account is correct. You're all set!

Disconnect QuickBooks Online

In your QuickBooks Online page under your Integration menu in Loft, click the red 'Disconnect QuickBooks Online button to disconnect

Remove Loft app in QuickBooks Online

From the left menu, select Apps then My Apps.

Select the Action ▼ dropdown menu, then Disconnect. Note: If you can't find Disconnect in the menu, select Settings, then locate the Disconnect button on the settings page.

Complete the short questionnaire.

Select Confirm Disconnect to remove the app from your company profile.

Reconnect QuickBooks Online

Follow steps 2 - 6

• Related Articles

• QuickBooks Online Contact Mapping

  When any transaction is posted we will look at profiles and the contact associated with a transaction and look for an existing QuickBooks Online Contact. When the Contact does not exist in QuickBooks Online, the contact is automatically created and ...

• Accounting Setup

  When integrating your accounting software, click the links for each step in the process. Xero Setup your Xero Account Connect your Xero Account Setup & Map Xero Settings QuickBooks Online Setup your QuickBooks Online Account Connect your QuickBooks ...

• Xero to QuickBooks Online Integration migration - Task list

  In this article, we'll go over the steps required from you, the client, to ensure a smooth migration of Xero->QuickBooks Online. The cost of migration from one accounting software integrated with Loft to another is $300 USD. Important - Please read ...

• What journal entries does Loft post to QuickBooks Online?

  Processing transactions through Loft automatically generates the accounting entries in QuickBooks Online. The following descriptions show you the results of Loft activities in your accounting records. Deposits When you post a deposit as a receipt in ...

• QuickBooks Online Settings & Mapping

  In this article we will outline Xero's API Settings & Mapping in Loft. Front End Mapping You’ll notice that you now can see back end mapping has been brought to your front end in QuickBooks Online>Settings page under your Integration menu. *mapping ...