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Getting Started: How to Sync Ivy with QB
Getting Started: How to Sync Ivy with QB

Steps to sync your Ivy account to your QBO account

Cameron Jahn avatar
Written by Cameron Jahn
Updated over a week ago

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.

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