Help your finance team sync suppliers and your chart of accounts from QuickBooks into Qashio. This connection is initiated by your Qashio Customer Success Manager (CSM) and must be completed by a QuickBooks Admin.
Who can complete this?
Required: QuickBooks Admin user for the organisation you want to connect.
If you’re not an admin in QuickBooks, forward the invite email to your QuickBooks Admin so they can finish the connection.
⚠️ If a non‑admin starts the flow, the connection may remain incomplete until a QuickBooks Admin authorizes access.
⚠️ Qashio supports linking to Quickbooks Online and to QuickBooks Desktop which are 2024 and onwards.
What Qashio will access
During the connection you’ll be asked to authorize read access to:
Suppliers
Chart of Accounts
Tax Rates
Tracking Categories
You can disconnect access at any time from QuickBooks Connected apps.
Step‑by‑step: Connect QuickBooks
1) Open the invite email
Your CSM will trigger an email titled “[ACTION REQUIRED] Connect your accounting platform to Qashio.” Click the blue link to start.
2) Choose your accounting software
On the Share your financial information screen, select QuickBooks from the list.
3) Review the access request
You’ll see a summary of the information Qashio will read. Click Next.
4) Sign in to QuickBooks and authorize
Log in as a QuickBooks Admin, choose the correct QuickBooks organisation, and click Allow access to authorize the connection.
5) Confirm your company
You’ll be returned to Qashio to confirm the company name you’ve connected. Click Confirm.
6) Finish – Connection successful
You’ll see Connection Successful and Accounting – 1 connected. Click Next to finish.
⏱ Your first sync may take a short while to complete. You can continue using Qashio while data finishes syncing in the background.
Verify or disconnect later
Verify: In QuickBooks, go to Settings → Connected apps and confirm Qashio appears for the correct organisation.
Disconnect: From the same Connected apps page in QuickBooks, select the Qashio app and disconnect. You can reconnect at any time by asking your CSM to resend the invite.
Troubleshooting
I can’t authorize - QuickBooks says I don’t have permission.
You’re likely not a QuickBooks Admin. Please forward the email to your QuickBooks Admin or ask them to complete the steps above.
I connected the wrong QuickBooks organisation.
Disconnect Qashio from QuickBooks Connected apps, then ask your CSM to resend the invite and repeat the steps with the correct organisation.
The link expired or I closed the window mid‑way.
Ask your CSM to resend the connection email and complete the flow in one go.
The status in Qashio says “incomplete.”
This usually occurs when the QuickBooks authorization wasn’t finished. Start again from the invite email using a QuickBooks Admin account and ensure you click Allow access and Confirm.
FAQs
Which QuickBooks data does Qashio read?
Suppliers and your Chart of Accounts.
Who triggers the connection?
Your Qashio CSM initiates the invite email to your QuickBooks Admin.
Can I change the connected QuickBooks org later?
Yes. Disconnect in QuickBooks Connected apps, then ask your CSM to resend the invite and reconnect the correct org.
Need help?
Reach out to your Qashio CSM or contact [email protected] and include your QuickBooks organisation name and a screenshot of the error (if any).