Connect QuickBooks Online so Tera can sync your bills, expenses, and chart of accounts.
Steps
- Go to Integrations → Marketplace and find QuickBooks (use search).
- Open it and click Install.
- In the setup wizard, click Connect with QuickBooks. A QuickBooks sign-in window opens — sign in and authorize Tera.
- Tera applies default field mappings. Click Run Test to check the connection.
- Click Complete Setup.
You'll land on the Manage Connector page, showing a Connected status, your sync schedules, and a Sync Now button.
Next: Tell Tera which accounts to post to — see Map GL accounts — and learn how syncing works in Understanding accounting sync. You can disconnect anytime from Manage Connector.
Comments
0 comments
Please sign in to leave a comment.