Setting Up QuickBooks Online

0.7 min read

| August 13, 2026

Supported Functions:

In the QuickBooks Online cart Setup Page, select the ‘Grant Us API Access’. This will open QuickBooks Online in a new browser window. If the window does not open please make sure it is not being caught by your browser’s pop-up blocker.
Log in to QuickBooks, if prompted, and select Connect.
Scroll to the bottom of the Cart Setup page and click Test.
If your test is successful, select OK to save your settings.

If you need to reconnect to QuickBooks Online,

In the Quickbooks Online cart Setup Page, select Remove Authorization.
Then click Grant us API Access. This will open QuickBooks Online in a new browser window.
(Optional) If the window does not open please make sure it is not being caught by your browser’s pop-up blocker.
Log in to QuickBooks, if prompted, and select Connect.
After successful authorization you will see a pop up notifying you of successful connection and prompting you to save this by hitting OK.
Scroll to the bottom of the page and select OK to save this connection.