As of July 17th, 2024, we released an updated version (2.1) of our QuickBooks Online integration. In this article, we'll take a closer look at how new and existing QuickBooks Online integration users can connect to the latest version.
If you're interested in learning more about what this integration can do for your business, please feel welcome to review our help article: Understanding the QuickBooks Online Integration with Bonsai.
If you're new to using the QuickBooks Online integration:
Navigate to the profile icon in the bottom lefthand corner of your account
Select 'Settings'
Select 'Integrations & Data'.
Here, you can select the QuickBooks Online integration:
Next, select your preferences for when invoices are synchronized between Bonsai and QuickBooks Online:
Once you're ready, select 'Connect to QuickBooks'.
This will redirect you to a QuickBooks Online login screen where you can sign into your QuickBooks account:
Once you've signed into your QuickBooks Online account, you'll be redirected to the Bonsai integration page where you'll see a checkmark that indicates QuickBooks Online is now connected:
Once you're connected, when you navigate to your Invoices page, you'll notice a syncing icon to the right of each of your invoice lines. Each time an invoice has successfully synced to QuickBooks Online and the icon will turn green:
If you've previously connected to the QuickBooks Online integration:
All you need to do to update your QuickBooks Online integration to the latest version is disconnect and then reconnect. This will not impact any of the data previously synced between Bonsai and QuickBooks Online. Follow these steps to disconnect your current QuickBooks Online integration:
Navigate to the profile icon in the bottom lefthand corner of your account
Select 'Settings'
Select 'Integrations & Data'
Here you can select the QuickBooks Online integration:
Next, select 'Disconnect':
Once you've disconnected from QuickBooks Online, you'll receive a message in the bottom righthand corner that says "Successfully disconnected from QuickBooks":
With that, you'll notice that the QuickBooks Online integration no longer has a checkmark next to it to indicate a connection:
When you're ready, select 'QuickBooks Online' to reconnect to the integration.
Here, you can choose your new integration preferences and select 'Connect to QuickBooks':
Once completed, this will ensure that you're connected to the latest version:
That's all! You're ready to start syncing your invoice data to QuickBooks Online.