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Connect to Quickbooks

66  Administrator September 8, 2025  Quickbooks

This article relates to the following pro-Forms modules:

WORK MANAGER

Using the menu on the left navigate to 'Admin' and then 'External Services'.  Then click on the 'Quickbooks' option.

Clicking the 'Connect to Quickbooks' button will show a login prompt allowing you to enter your Quickbooks username and password:

Upon successful entry of your Quickbooks username and password you will be prompted to give access to Quickbooks:

 

 

Click to continue and the screen will refresh: