After selecting Add New Source from either method described in the Datasets - Manage Sources knowledge article, a new source screen will be displayed. Select QuickBooks Online from the list of available connections.
A login screen to QuickBooks Online will appear. Login using your credentials and a list of available client files will be displayed.
This will redirect you back to Reportance. Select Connect to establish a connection to the client file.
By default the name of the source will be the QuickBooks Online file name, this can be changed if necessary. Finally, select Add source to finalise the connection.
Note Your financial year in QuickBooks online will need to match the financial year in Reportance. For many clients, the QuickBooks financial year should begin in July and end in June. Failure to set the financial year correctly can cause import errors.
Return to: Datasets - Manage Sources.