Connect ERPlite to Quickbooks Online

  1. ERPlite Switchboard > Quickbooks Link > QB online livelink

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  2. Click OK Note: You can ignore the Quickbooks error messages related to the sample data during the evaluation period. We recommend that you delete the sample data (admin > Check Data Quality > Sample Data > delete) after you have completed the basic ERPlite tutorial

  3. Setup QB Connection

  4. Proceed

  5. Enter your login name and password. Click Login

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  6. Continue

  7. Use selected Connection

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  8. Click Copy to Clipboard. Continue

  9. Finished

  10. Paste Connection ticket. Click setup session

11. Copy to Clipboard. Click Finished. Click Yes, to close the browser window.

12. Paste the Login Key into the Setup Session Field

 

12. Click on any button on the QB Online Dashboard to synchronize data