Note: This process must be completed by a QuickBooks Administrator.
Step 1: Navigate to QuickBooks Connector
Go to Settings in the navigation menu.
Select Company Settings.
Click on the QuickBooks Connector option.
Step 2: Set Session Mode & Begin Session
In the QuickBooks Connector Online section, locate the Session Mode dropdown.
Click Begin New Session.
Step 3: Authorize Connection with QuickBooks
If you are not already logged into QuickBooks, the system will prompt you to log in.
Press Connect to authorize Lever360 to access your QuickBooks Online account.
By selecting "Connect," you grant Lever360 permission to integrate with your QuickBooks Online data.
Review the terms of service and privacy policies if necessary.
Follow any additional prompts to complete the connection process.
