Integrating QuickBooks Online with Katana streamlines your financial workflows by enabling real-time synchronization of sales, purchases, and inventory data. This connection simplifies accounting tasks, enhances financial visibility, and ensures data consistency across platforms.
Connecting QuickBooks Online to Katana
Note: To successfully connect QuickBooks Online to Katana, you must be the primary account owner or have admin access in QuickBooks.
Step-by-Step Guide
Access the Integration Marketplace:
In Katana, navigate to the Integration Marketplace.
Initiate Connection:
Search for QuickBooks.
Locate QuickBooks Online and click Connect to QuickBooks.
Authenticate QuickBooks Account:
If not already logged in, you'll be directed to the QuickBooks login screen.
Enter your QuickBooks credentials to proceed.
Select Company (if applicable):
If your QuickBooks account is associated with multiple companies, choose the specific company you wish to connect to Katana.
Authorize Integration:
Review the information displayed.
Click Connect to authorize the data sharing between QuickBooks Online and Katana.
Complete Configuration:
After authorization, you'll be redirected back to Katana.
The QuickBooks configuration page will appear, allowing you to set up integration preferences.
You can return to this configuration page anytime via the Integration Marketplace by clicking Open configuration under QuickBooks Online.
Disconnecting QuickBooks Online from Katana
Step-by-Step Guide
Access the integration configuration:
In Katana, navigate to the Integration Marketplace.
Locate QuickBooks and click Open configuration.
Initiate disconnection:
On the configuration page, click the three-dot menu (⋮) in the top right corner.
Select Disconnect from the dropdown menu.
Confirm disconnection:
A confirmation pop-up will appear.
Click Disconnect to finalize the disconnection process.
Temporary disconnection for reconfiguration
If you need to pause the integration to safely configure settings without active synchronization, you can disconnect and reconnect as needed.
Important: While disconnected, Katana will not send data to QuickBooks Online. Upon reconnection, any actions taken during the disconnection period will not be retroactively synced. Manually update in QuickBooks if required.
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