Note: Quickbooks settings are only accessible to your firm's Ivy Account Manager.
- Navigate to your Quickbooks Settings page within Ivy (within your Ivy account settings).
- Make sure to read through all documentation before syncing.
- Scroll to the very bottom of the page and you should see a green "Connect to QuickBooks" button. Click it.
- 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 email@example.com