Integrating with QuickBooks

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

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 ⚙ 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

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

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

1. Select the company you want to connect to Drivetrain

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!