How do I authorize access to QuickBooks Online in Zoho Expense to initiate the setup?
To authorise access and initiate the QuickBooks Online setup:
- Log in to Zoho Expense.
- Click Admin View on the left sidebar.
- Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page. - Go to Accounting & ERP under Integrations.
- Select QuickBooks Online.
- Click the Connect to QuickBooks button. You will be redirected to the QuickBooks Online sign-in page.
- Enter your credentials to proceed with the integration.
- Once you sign in to QuickBooks, you need to select the organisation which you want to connect with Zoho Expense.
- After selecting the organisation, click Authorise to complete authorization.
Note: To integrate Zoho Expense with QuickBooks Online, you need to have admin access in both the applications. Also, ensure that the organisations in both applications have the same base currency.
