Setting up the QuickBooks for Forecast Integration

Forecasts integration with QuickBooks allows for better financial monitoring and accessibility. With the integration in place, users will be able to export invoices, import purchase orders, and more. Before a user can utilize the integration, however, the setup of the integration is required. This article provides a step-by-step guide to integrating a Forecast account with a QuickBooks account. 

This article includes:

• Setting up the QuickBooks Integration
• Disabling the QuickBooks Integration

Setting up the QuickBooks Integration

Setting up this and any integration in Forecast may only be done by someone with the Admin permission level. The step-by-step guide below explains the entire process.

To setup up the QuickBooks integration

1. Click on Admin in the top bar. 
2. Select Integrations from the dropdown.
3. From the integrations tab find and click on QuickBooks. This will take you to the QuickBooks menu.
4. Click on Connect.
5. Authorize by signing in to your QuickBooks account.
6. After the credentials are entered the below screen will appear. 
   
7. Click on Connect to finalize the process.

The integration setup is now complete and you are ready to utilize it. 

Disabling the QuickBooks Integration

At any point in time, it is possible to disable the QuickBooks integration from a Forecast instance. As with the initial setup, this may only be done by someone with an Admin permission level. The step-by-step guide below explains this process.

How to remove a QuickBooks account from a Forecast instance

1. Click on Admin in the top bar. 
2. Select Integrations from the dropdown.
3. From the integrations tab find and click on QuickBooks. This will take you to the QuickBooks menu.
4. Click on the Disable button. This will trigger the confirmation window.
5. Click on the Disable button again to finalize the process.