How to Connect your community to QuickBooks
Overview: How to Connect (or Re-Connect) your community to QuickBooks.
Step by Step Directions:
In your Admin Portal, Select “Settings” and “QuickBooks Management”.
To connect your community, click on “Connect to QuickBooks”
You will automatically be redirected to QuickBooks’ “Sign In” page. Type in your email address or user ID and password, and then click “Sign In”.
Once you’ve signed in, you will be prompted to verify your QuickBooks account. The simplest and fastest way will be to have QuickBooks send a verification code to your email. Check the first option, “Get a code emailed to…” and then click “Continue”.
Navigate to your email to retrieve the 6-digit verification code sent to you. Copy the code.
Navigate back to the QuickBooks verification page. After you have pasted the verification code, click “Continue”.
Click “Connect” to authorize QuickBooks to share your data with your community’s account in Pilera.
Success! Your QuickBooks account is now reconnected to your community in Pilera. When you navigate back to the Pilera portal, you will see the integration in action.
Conclusion: Don’t worry if you or another staff member has accidentally removed the connection between your QuickBooks account and Pilera. Reconnecting is simple and only takes a few minutes.
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