Setting Up Connection
Navigate to Integrations on the sidebar
Select the Connections tab
Click +New
Choose Quickbooks in the dropdown
Enter a Connection Name that makes sense to you
Click Create. QuickBooks specific settings will appear.
Turn on the integration features you wish to use, and click Connect to QuickBooks.
QuickBooks will open in a new browser tab for you to grant Traffio access to your data. Traffio will import relevant integration data from QuickBooks once you have completed these steps.
Starting the Integration for Payroll
QuickBooks does not provide a payroll integration at this time.
Starting the Integration for Billing
To begin integrating your billing with Quickbooks, please follow the steps below:
Note: You can only proceed with this if your Traffio account has billing access. If you do not have this access, please contact your manager, who can grant you access through the access levels.
Navigate to Billing on the sidebar
Select the Invoice Cost Centres tab across the top
Either open an existing cost centre, or click +New to create another
Choose your Connection
Select Invoice Cost Centre Rules that are applicable
Click Save or Create