Connecting to QuickBooks

How an authorized user of Gray Rae Corp connects or reconnects the Automation application to the company's QuickBooks Online account.

Connecting for the first time

1. Sign in to the Automation application using your authorized account.
2. Open the Connection page and choose Connect to QuickBooks.
3. You will be taken to Intuit to sign in and to review the access being requested.
4. Select the Gray Rae Corp company and approve the connection.
5. Intuit returns you to the application, which confirms that the connection is active.

Reconnecting

A connection can lapse for ordinary reasons. Authorization expires if the application has not been used for an extended period, the connection may be revoked from the Intuit account, or a password or security change on the Intuit side can end the session.

When this happens the application will report that the connection needs attention and will offer a Reconnect action. Reconnecting follows the same steps as connecting for the first time. No data is lost by reconnecting.

What access is requested

The application requests access to the QuickBooks Online Accounting API for the connected company. It does not request access to payroll data or to payment card processing.

What the application does with that access is described in the privacy policy.

Trouble connecting

If the connection fails, note any error message shown and contact scott@grayraeandco.com. Error details are recorded by the application to help identify the cause.