QuickBooks Online Integration: Configuration

Complete the steps below to configure the QuickBooks Online integration.

NOTE: Before you begin this configuration, complete the following to ensure you have everything you need to complete the setup.

Contact Rev.io to ensure you have an API user created in your instance.
Make note of the API user's Login Name from their user profile in Rev.io.
Make note of the Rev.io Product IDs for the following products.
- An item for unmatched one-time items from QBO to map to in Rev.io.
- An item for unmatched recurring items from QBO to map to in Rev.io.
- An item for tax items from QBO to map to in Rev.io.

Click Admin on the sidebar menu and select Integrations Library.
Click the Marketplace tab.
Locate and select the QuickBooks & Rev.io Data Sync Integration in the Accounting & Finance section.
Click the Configure button.
The Initial Configuration section is automatically populated. Click the Next button.
Click the Connect to QuickBooks button. You will be redirected to QuickBooks to login with your credentials.
Enter your credentials to log into your QuickBooks account. Once the authorization is successfully completed, close the QuickBooks tab in your browser and return to Rev.io PSA.
If your connection was successful, the status circle in the QuickBooks Online section will be green.
Scroll down to the Rev.io REST API section. Enter the Username and Password for the Rev.io user you created for API configurations. NOTE: Be sure to use the Client Code Info provided in this section as part of your username in the format loginname@clientcode. Then, click the Next button.

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