Go to Admin – Company Preferences – QuickBooks. Click Run Setup Wizard.
The setup wizard opens. Click Next to advance past the Welcome screen.
On Step 2, click Connect to QuickBooks. A browser window will open.
In the browser, sign in to your Intuit account if prompted, then review the permissions and click Connect. Only company administrators can authorize the app.
The browser shows a “Connected to QuickBooks Online!” confirmation page. Close that browser tab and return to ROIPOS.
The wizard’s Step 2 now shows ✓ Connected along with your QuickBooks company name. Click Close to finish, or Next to review account mappings and run your first sync.
Back on the QuickBooks preferences panel, the status now reads Connected with your company name. You can now use Sync Now or configure automatic sync settings.
To disconnect, return to Admin – Company Preferences – QuickBooks and click Disconnect from QuickBooks Online. To reconnect later, click Run Setup Wizard again.
For a complete overview of the integration — including what data is exchanged with QuickBooks Online, how to view sync activity, and technical details — see Working with QuickBooks Online.
