Note: Quickbooks settings are only accessible to your firm's Ivy Account Manager.

  1. Navigate to your Quickbooks Settings page within Ivy (within your Ivy account settings).

  2. Make sure to read through all documentation before syncing.

  3. Scroll to the very bottom of the page and you should see a green "Connect to QuickBooks" button. Click it.

  4. Choose the first of the sync options and follow the prompts to login to your QB account.

If you have any questions, contact us at

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