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How to connect to QuickBooks

Connect Zigaflow to your QuickBooks account from the Integrations page, sign in with your QuickBooks details and set your integration settings.

Open the integrations page

1. Click on the Cog

Zigaflow dashboard with the Settings cog icon highlighted in the top-right navigation bar beside the notifications bell

2. Click "Integrations"

Settings menu with Integrations highlighted in the left sidebar, next to sections like Timezone & Language and Company Locations

3. Click on the "Connect" button

Integration Settings page with the Connect button highlighted next to QuickBooks, above Xero, Hyperext and Stripe

Sign in to QuickBooks

4. Enter your email for QuickBooks

Intuit sign-in page with the email field filled in, Remember me checked, and the green Sign in button below

5. Click "Sign in"

Intuit sign-in page with Remember me checked and the green Sign in button highlighted to connect QuickBooks

6. Enter your password for QuickBooks

QuickBooks sign-in screen with the Password field active above the green Continue button and a Text a code option

7. Click "Continue"

Intuit "Enter your Intuit password" screen with a masked password entered and the green Continue button highlighted

Choose your integration settings

8. When you have connected, you are taken back to the Integrations page. Click "Settings"

Integration Settings page showing the connected QuickBooks integration with the orange Settings button highlighted

9. Update the settings to your preferences

QuickBooks Settings dialog with four toggles, Change Zigaflow Invoice Status option switched on, and a Save button
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