How to connect quickbooks with autofy?
Autofy saves time as it enables you to connect multiple apps like Amazon, Salesforce, Shopify, etc directly to QuickBooks. The users can swiftly sync data like tracking numbers, inventory counts, and payment details. quickbooks autofy integration can also create customized workflows as per your business needs and requirements.
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Steps To Integrate Autofy And QuickBooks Online
Before proceeding further with integration steps, the users should note carefully that this integration requires Windows 10 or greater. For syncing payroll with QuickBooks desktop, Autofy delivers cloud-like integration.
To begin with, users are supposed to Navigate to Company > Integrations > Accounting.
Now, you should click Install Autofy Agent.
Thereafter, a new window will be popping up
Next, you should click Continue
Now, you are supposed to click Download Agent
After successfully downloading the file, you should open it and then follow the prompts to install the Autofy Agent.
After successfully completing the installation, you should click Continue in OnePay.
Thereafter, users will be asked for an agent key.
Now, you should copy the token in OnPay and paste it in the Agent key field of the Autofy window.
Next, you should scroll down and then click the next Continue button.
Thereafter, users should make sure that QuickBooks Desktop is open to the account or company user wants to connect with this OnPay account.
Now, you should return to the OnPay window and then click Connect.
In the pop-up window, you should select Yes, always, and also allow access if QuickBooks is not running.
Next, you should select Yes, in the next window to confirm this access.
Now, you should click Continue.
In the next step, you should click Done in the Access Confirmation pop-up window.
It might take couple of minutes for OnPay to pull in your chart of accounts and so be patient. In this process, the user is advised to leave QuickBooks and Autofy Agent open and connected to the internet.
After OnPay has successfully pulled in your accounts, there is no need to return to Company > Integrations > Accounting.
Finally, you are supposed to select the Sync Automatically Box and go through each line item thoroughly and then choose the appropriate categories for mapping.
It successfully completes the seamless integration of these two apps.