Connect your QuickBooks Online account with Canix to generate invoices from Sales Orders that can be viewed and managed in QuickBooks. Our QuickBooks Online Integration allows users to connect one or more QuickBooks Companies to Canix. This article outlines how to connect your QuickBooks Online Account to Canix. Note: QuickBooks Online will only give the Admin who configured the integration the ability to submit QuickBooks invoices from Canix.
Once connected, you can follow these steps to create an invoice in QuickBooks Online.
From the Canix Web Application:
- Navigate to Admin > Integrations > QuickBooks Online
Select Connect to QuickBooks button on the right to sign in to your account
- You will be prompted to log in to your QBO account & select the company you'd like to connect.
Adding more than one QuickBooks Online Company to your account?
- Simply select Add Company at the top of the QuickBooks Online Integrations tab to connect an additional company.
Need to Disconnect your QuickBooks Online Company from Canix?
- Simply select Disconnect next to the Company Name that needs to be disconnected.