QuickBooks Setup: QB Online

The Edge supports both QuickBooks Desktop and QuickBooks Online.

NOTE:  QuickBooks Online requires Windows 10 or better.

Already integrated but want to switch from Desktop to Online?

  1. Open Administrative > QuickBooks >  Setup QuickBooks Integration.
  2. Click Switch to QuickBooks Online
  3. Complete QuickBooks Online setup below.
  4. WARNING: You WILL need to re-map your entire chart of accounts.

QuickBooks Online Integration

To integrate with QuickBooks Online:

  1. Launch The Edge. 
  2. Select Administrative > QuickBooks > Setup QuickBooks Integration.
  3. Change the radio selector to QuickBooks Online and click the Authenticate with QuickBooks Online button.
  4. Complete login into QuickBooks Online and select your company file.
  5. Once Intuit completed authentication you will be brought to a webpage prompting you to return to The Edge, do so now.
  6. Click Authenticate with Edge Server.
  7. Continue to Mapping The Edge with QuickBooks Accounts section.



Updated on Tue, 01 Jun 2021 by Angela Chiaravalle

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