QuickBooks Online must be enabled for your workspace first. It is a workspace module, off by default, and only workspace admins can open its page.While the module is off, admins see QuickBooks Online marked Coming soon under Settings → Integrations, the tile can’t be opened, and its page isn’t reachable. New connections are refused. To enable it, a workspace admin turns on QuickBooks Online under Settings → Workspace → Modules. See Modules.
What it’s used for today
Connecting a company is the first step of the QuickBooks integration. Today Mercora reads nothing from your books and writes nothing to them, beyond the company’s name. The connection lets you confirm that Mercora can reach the company, ready for later steps.Connect a company
1
Open the QuickBooks Online page
Go to Settings → Integrations and click QuickBooks Online. If the tile reads Coming soon, the module is off: see the note above.
2
Start connecting
Under Connect a company, click Connect QuickBooks. QuickBooks opens so you can pick the company and approve Mercora’s access.
3
Back in Mercora
The page confirms “QuickBooks company connected.” and lists the company under Companies as Connected, with who connected it and when.
Check a connection
Click Check on a company. Mercora asks QuickBooks for the company’s name and, if the connection works, confirms “QuickBooks answered for” the company. If QuickBooks refuses the saved sign-in, the company shows Reconnect needed, with QuickBooks’ reason. Click Reconnect and approve access again; the same company keeps its row.Disconnect a company
Click Disconnect on the company and confirm. Mercora gives up its access to that company and clears the saved sign-in. If QuickBooks doesn’t confirm the disconnect, Mercora still disconnects on its side and tells you so. Then also remove Mercora under Apps in QuickBooks.Next steps
Modules
Turn the QuickBooks Online module on or off for your workspace.
Integrations
See the other tools Mercora connects to, and how admins control what it may do with each.