Getting Started with QuickBooks
Last Updated: 2026-01-15 Available On: Pro, Enterprise Time to Complete: 15 minutes
TL;DR (Quick Summary)
QuickBooks lets you sync invoices and chart of accounts between Custojo and QuickBooks. This guide shows you how to connect QuickBooks and sync your first data in under 15 minutes.
What is QuickBooks?
QuickBooks is an accounting integration that enables you to sync data between Custojo and QuickBooks. Keep your accounting data consistent across both platforms with automatic synchronization.
What you can do:
- ✓ Connect QuickBooks account
- ✓ Sync invoices to QuickBooks
- ✓ Sync chart of accounts to QuickBooks
- ✓ Real-time data synchronization
- ✓ Financial data consistency
- ✓ Automated accounting processes
Prerequisites
⚠️ Before You Begin: QuickBooks requires these prerequisites.
| Prerequisite | Status | Notes |
|---|---|---|
| Account Module | [ ] Enabled | Required - QuickBooks depends on Account module |
| QuickBooks Account | [ ] Ready | You need a QuickBooks Online or Desktop account |
| QuickBooks Developer Account | [ ] Created | Create app in QuickBooks Developer portal |
| QuickBooks Credentials | [ ] Configured | Admin must configure OAuth credentials |
💡 Don't have QuickBooks credentials configured? Contact your admin to set up QuickBooks Developer app and configure OAuth credentials. This is required for QuickBooks to work.
How to Access
Step 1: Navigate to QuickBooks Settings
- Log in to your dashboard
- Go to Settings → QuickBooks
- You'll see QuickBooks configuration options
💡 Tip: If you don't see QuickBooks settings, contact your admin to enable QuickBooks module and configure QuickBooks credentials.
Quick Start (15 Minutes)
Connect QuickBooks and Sync
| Step | Action |
|---|---|
| 1 | Go to Settings → QuickBooks |
| 2 | Verify QuickBooks is configured (admin should have set this up) |
| 3 | Click Get QuickBooks Token (or navigate to /quickbook/gettoken) |
| 4 | Sign in to your QuickBooks account |
| 5 | Grant permissions to Custojo |
| 6 | Return to Custojo |
| 7 | Go to QuickBooks → Sync Chart of Accounts |
| 8 | Click Sync |
| 9 | Chart of accounts synced to QuickBooks |
Result: QuickBooks is connected and ready to sync data.
What's Next?
Now that you've connected QuickBooks, explore these resources:
| Resource | Description |
|---|---|
| 📖 All Features | Discover everything QuickBooks can do |
| ❓ FAQ | Answers to common questions |
Related Topics
- QuickBooks Features
- How to Sync Invoices to QuickBooks
- Account module (prerequisite)
Need Help?
| Channel | Details |
|---|---|
| support@custojo.com | |
| Help Center | docs.custojo.com |
Was this helpful? Let us know at support@custojo.com