QuickBooks Online Connecting/Disconnecting
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Follow these quick steps to get your QuickBooks Online account connected/reconnected to your Brokerage in Loft47.
Connect QuickBooks Online
Head to Integrations>QuickBooks Online
Click the green 'Connect to QuickBooks' button
In the following prompt, choose your Brokerage name from the dropdown named 'Please select your company' field or log into the app.
You'll be redirected back to the Integrations/QuickBooks Online/Activity page in Loft.
Sync QuickBooks Online
!!IMPORTANT!! Sync QuickBooks Online
It's imperative that you click Sync QuickBooks Online after you've connected the two apps and before you run a new batch process. Let the Sync fully run. Once fully synced the Last Synchronized date field will go from displaying a blank value to displaying a date. That date will be the present date of the sync. If no date shows, QuickBooks Online hasn’t been synced properly in Loft47.
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
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