Connect QuickBooks Online
Connecting is done from inside your Sacred Insights account, so the connection is tied to the right business. Your advisor sends you the link when your workspace is ready.
What you will be asked
1.
Sign in to QuickBooks Online as an administrator of the company you want to connect. QuickBooks requires the admin role to authorise any application.
2.
Review the consent screen. It will name Sacred Insights and the company being connected.
3.
Select Connect. Nothing is written back to your books at any point.
If something goes wrong
The two most common problems are signing in with a non-administrator user, and connecting the wrong company when you have access to several. Both are fixed by starting again and choosing the right account.
If it still fails, contact your advisor or support@sacredinsights.app.
Already connected and want to stop? How to disconnect.