Integrating QuickBooks Online with Katana simplifies your financial workflows, allowing for real-time synchronization of sales, purchases, and inventory data.
This connection streamlines accounting tasks, enhances financial visibility, and ensures data consistency across platforms, making it essential for businesses looking to automate and optimize their financial processes.
Connecting QuickBooks Online to Katana can be done directly from inside the Integrations page found inside the Settings screen.
NOTE: To successfully connect QuickBooks Online to Katana, you'll need to be the main account owner or have admin access in QuickBooks.
Initiating the QuickBooks Online integration
In Katana, go to the Settings screen and click on the Integrations tab.
Find QuickBooks Online and click Connect to QuickBooks.
If you aren't logged into your QuickBooks Online account, you will be directed to the QuickBooks login screen where you can enter your credentials.
If you have more than one company connected to your QuickBooks account, you'll need to choose which company you'll connect to Katana.
Authorize the connection to share your QuickBooks Online data with Katana by review the information displayed and clicking "Connect" to authorize.
Afterward, you'll be redirected back to Katana where you'll see an Open configuration option under QuickBooks. Click this button to finish setting up the integration.
Disconnecting the QuickBooks Online integration
To disconnect QuickBooks Online from Katana, head to the Settings screen > Integrations. Find QuickBooks and click Open configuration.
On the next screen, click the 3-dots in the top right and choose Disconnect.
A confirmation will popup where you'll have to click Disconnect to finalize the disconnection.
Disconnecting to reconfigure Katana
If you're only disconnecting from QuickBooks to pause the integration while you safely configure something without worrying about an active integration, this can be done at any point in time.
Keep in mind, when you're ready to reconnect QuickBooks, Katana will not send over anything that happened while the integration was disconnected.
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