Knowledge Base

Before Connecting to QuickBooks Online:

• You are using QuickBooks Online, not QuickBooks Desktop Edition
  
• You are logged out of all other QuickBooks sessions that may belong to a different company
  
• You are logged into QuickBooks with the owner account and not an employee or bookkeeper account
  
• You understand the information MM360 will update in QuickBooks Online, and what QuickBooks Online will update in MM360
  

Required Permissions:

• Owner Role in MM360 for your location
  
• Owner Account of QuickBooks Online
  

To Connect to QuickBooks Online:

• Click on the Hamburger Menu
  
• Click on "Owner Settings" -> "Integrations" -> "QuickBooks"
  
• On "QuickBooks Settings" page click the "Connect" button
  
• If you are not already logged in to QuickBooks Online, you will need to login with the owner account
  
• Grant Permission to MM360 to connect to your QuickBooks Online account.
  

After You Connect:

• Map your services in MM360 to their matching service in QuickBooks Online
  
• Map your Quickbooks Employees to the staff in MM360 (only if you need to send their time records to QuickBooks Online)
  
• Set your staff permissions for Invoices
  
• Set your sync preference for Contacts in QuickBooks and MM360