Skip to main content
Truewind

Ask the support agent

Just ask a direct question or search related articles from the Knowledge Base.

Onboarding / ERP Setup

Connect QuickBooks to Truewind

Connect QuickBooks from the current Connections page when you are setting up Truewind, resulting in a permanent QuickBooks connection that starts syncing the company and client data needed for close workflows.

Workflow

Setup workflow

Step 1

Open Connections and choose QuickBooks

Start in Truewind on Connections > Accounting, then use the QuickBooks Connect button in the current Connections page.

Screenshot showing Open Connections and choose QuickBooks

Step 2

Sign in to QuickBooks

After selecting Connect in Truewind, sign in to Intuit on the QuickBooks authorization screen.

Screenshot showing after selecting Connect in Truewind, sign in to Intuit on the QuickBooks authorization screen

Step 3

Select company and client

Select the QuickBooks company and client in Intuit, then click on Next

Screenshot showing select the QuickBooks company and client in Intuit, then click on Next

Step 4

Confirm authorization

Confirm the final authorization by clicking Connect.

Screenshot showing confirm the final authorization by clicking Connect

Step 5

Confirm the connection is syncing in Truewind

After Intuit authorization completes, return to Connections > Accounting and confirm QuickBooks shows a syncing or connected status.

Current Truewind Connections page showing QuickBooks syncing

What to verify after connecting

  • QuickBooks appears as syncing or connected in the current Connections UI.
  • The expected entities and accounts begin syncing.
  • The user who connected the ERP has the right level of access for ongoing syncs.

When to ask for help

If the QuickBooks connection completes but expected data does not appear, use the support agent from the Knowledge Base or send an escalation from the article footer.

FAQ

Where do I start the QuickBooks connection now?

Start from Connections and stay on the Accounting tab to launch the QuickBooks connection flow.

Limitations

Admin access may be required

QuickBooks may require an administrator or primary accountant to approve the third-party connection.

Troubleshooting

The QuickBooks connect flow does not complete.

Confirm you are signing into the correct Intuit account, selecting the right company and client, and using an account with permission to approve the connection.

Was this helpful?

Need more help?

Ask for human help about this article and provide any feedback.