Drivetrain Integration Guide
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  • Prerequisites
  • QuickBooks Setup
  • Drivetrain Setup

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  1. INTEGRATION GUIDE
  2. Integrate with Drivetrain
  3. Accounting & ERP

Integrating with QuickBooks

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Last updated 25 days ago

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Prerequisites

To connect QuickBooks to Drivetrain, you need:

  • An active QuickBooks Online admin account

  • The username and password of your QuickBooks account

  • The ability to receive Multi-Factor Authentication codes for your QuickBooks account

  • Admin privileges in Drivetrain

QuickBooks Setup

Step 1: Update user permissions

  1. Using an account with admin privileges, go to Settings âš™ and select Manage Users.

  1. Select Add User.

  1. Add Drivetrain as the name and instead of dp-{yourcompanyname}@drivetrain.ai, use the email id shared by your Customer Success Manager as the email address, then assign it the Company admin role

  1. Scroll down and click on Send Invitation

  2. Authorize the action using your credentials, then ask the account owner to complete the set up

Drivetrain Setup

Step 1: Log into your QuickBooks Account through Drivetrain

  1. Click on + New Data Source

  1. Click +Connect on the QuickBooks Data Connector from the list of integrations

  1. On the widget, click Continue and then click on Open Window

  1. You will be redirected to the QuickBooks login page.

  2. If you're not signed into QuickBooks, do that now. If you are already signed in, simply select the account from which you want to import the data.

Step 2: Grant the Relevant Permissions

This is only applicable if your Quickbooks account has more than one company

  1. Select the company you want to connect to Drivetrain

QuickBooks treats each company's data as an individual dataset. If you want to connect multiple companies, you will have to make a separate connection for each one

Step 3: Complete the Integration

  1. You will be redirected back to the Drivetrain. Click on Finish Setup to complete the integration.

  1. Your Quickbooks connection will start showing up on the Data page. Once the sync is complete, you will be able to see your QuickBooks data on Drivetrain!

Alternatively, you can watch this to help you guide through the process.

video
Prerequisites
QuickBooks Setup
Step 1: Update user permissions
Drivetrain Setup
Step 1: Log into your QuickBooks Account through Drivetrain
Step 2: Grant the Relevant Permissions
Step 3: Complete the Integration
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