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

Step 1

Choose QuickBooks

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

Step 2

Sign in to QuickBooks

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

Step 3

Select company and client

This sets the QuickBooks company and client in Intuit before you continue to the next step.

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

Step 4

Confirm authorization

This completes the authorization and sends you back to Truewind.

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.

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.

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