Re-authentication of QuickBooks

If your QuickBooks sync is failing due to expired credentials, a deactivated account, etc. you will need to re-authenticate the connection.

Once re-authentication is complete, your QuickBooks connector will resume syncing automatically.

Prerequisites

Before you begin, make sure you have:

• An active QuickBooks account with Organization Admin permissions

• Your QuickBooks login credentials

Step 1: Open the QuickBooks Integration in Drivetrain

When a QuickBooks connector has failed, you can re-authenticate the connection in the following way:

1. Click on the Overflow Menu (3 dots) beside the connector, and select Edit credentials.

2. Click on Connect to QuickBooks in the window that appears.

Step 2: Log In to QuickBooks as an Admin

1. On the QuickBooks login page, enter your email ID and password for an Organization Admin account.

Re-authentication must be completed using the Organization Admin email ID. A standard user or non-admin role will not have sufficient permissions to re-authorize the connector.

Step 3: Verify Your Identity

1. When prompted by QuickBooks, verify your identity using either your passkey or password.

If you have multiple QuickBooks instances connected to Drivetrain, make sure you are logging in with the correct instance that matches the data source you are updating. Logging in with a different instance will not restore the original connection.

Step 4: Complete Re-authentication

1. Once verification is successful, you will be automatically redirected back to Drivetrain.

2. The QuickBooks connector will refresh, and the sync will start automatically.

Troubleshooting

If re-authentication does not complete successfully, check the following:

• Confirm that you used the Organization Admin email ID during login.

• If you have multiple QuickBooks instances, confirm that you logged in with the instance that matches the Drivetrain data source you are updating.

Still Stuck? We Can Help.

If you are unable to re-authenticate QuickBooks after following all the steps above, reach out to your Drivetrain onboarding partner or Customer Success Manager.

Include a short description of the step where the flow stopped, along with a screenshot of any error message. The Drivetrain team will help you troubleshoot and guide you through the next steps.