<aside> 📽️ Video Tutorial Prefer to watch a video? Watch this short video to master connecting your QuickBooks Online account to Terial

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https://www.loom.com/share/4ebea9aef2be402399c844695074febd?sid=657c2277-f9c9-4792-b1f1-9245753c7607

How to Connect QuickBooks Online to Terial

Step 1: Admins navigate to the Admin Portal → Integrations. Select Edit and press ‘Connect to QuickBooks Online.’

Step 2: You'll be prompted to log into QuickBooks. Authorize the connection by selecting your company (associated with Terial) in the dropdown and hit Next.

Step 3: Select Connect.

Step 4: Edit the page to update your invoice defaults - Service Line Item, Production Line Item and Class. Click Save to finalize your setup.

Set Up Complete

<aside> 👉 Read next: QBO Integration - Linking Customers to Companies & QBO - Sending an Invoice

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