Navigating the QuickBooks Connector Interface

The following guide will be your complete tour through the QuickBooks Connector application.

• Manage Tab
• Connections tab
• Data Tab
• Help

Manage Tab

The Manage tab will be the first thing you see when you log in to your QuickBooks Connector account after your initial setup. On this page, you can perform the following tasks:

• Turn on/off your automatic sync
  
• Run manual syncs using the Sync Now button
• Configure your integration date and time zone
  More information about managing your sync settings can be found here.
  
  
• Configure your integration workflows
  
  From your Manage tab, you can start the configuration process. This is probably the most important part of your integration, as this is where you tell QuickBooks Connector how you would like the integration to behave. If you need a step-by-step guide for your configuration, you can find our integration guides here.
  
  
• Viewing basic reporting data
  On your Manage tab, you will be able to see some basic reporting data as well. This will give you a basic overview of how your integration has performed in the last 24 hours. Any errors in your synchronization will also appear in this section.
  Below is an example of how this will look:
  
  

Connections tab

This is where you will see your connected systems in QuickBooks Connector. Guides on how to do this for every connector can be found here.

Data tab

Everything that you sync through QuickBooks Connector will be here for you to look at. You will see the following data types:

• Orders/Invoices
• Contacts
• Products/Items
• Accounts & Payment methods
• Taxes

Help

For your convenience, we've provided you with an option to contact our support, or even access our whole help center right within the QuickBooks Connector application.

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