It’s super easy to sync your clients between QuickBooks Online and Full Slate so you never again have to manually enter contact info twice. Bonus – now you can connect to QuickBooks Online for free (a little perk of being an Intuit company)!
If you were previously being charged a connection fee, we already removed this line item from your bill; you’ll no longer have to pay $5/mo to sync. But you may need to reconnect if you connected to QuickBooks before June 30, 2014. We recently upgraded to the latest, greatest application programming interface (API), as the previous version is no longer supported. All the old connections were removed, so we won’t be able to sync again until you re-authorize Full Slate to access your QuickBooks data – which is easy to do!
Whether you’re an old-timer or a new-comer, you can establish a connection by going to the new “QuickBooks Sync” tab under Setup.
- Go to Setup > QuickBooks Sync and click the “Connect to QuickBooks” button.
- Enter your QuickBooks account credentials.
- Select the company you want to connect to and click Continue.
- Authorize Intuit to share your data with Full Slate.
Just the beginning of great things to come with QuickBooks Online…