Integration with QuickBooks
updated about 1 year ago
Inventoro connects to QuickBooks seamlessly via an API. There are two ways how you can connect your QuickBooks data to Inventoro.
1) You can begin the process on our web site by creating an account
2) In the next step, you will be asked to choose a system
You may also however chose to explore Inventoro first before you connect your data. In this case, in the first step after you begin the registration process choose the "Demo with example data" button
If, however, you want to connect to your QuickBooks account right away, choose the "Connect your system" option.
3) Choose the QuickBooks option
On the next screen, you will be prompted to choose your system. Here, select the QuickBooks radio button and then click the "Connect to QuickBooks" button. This action will direct you to the QuickBooks admin area, where you will allow Inventoro access to your data.
4) Follow the QuickBooks instructions to allow Inventoro to download your data
Once you log into your QuickBooks account, you will need to give permission to Inventoro to look at your data. You might need to choose a subscription plan. However, you will not be charged until your trial runs out. You can cancel your subscription at any time.
5) Wait for the data or start using Inventoro
After you enter the demo you'll be free to click through the app and discover all our features. Once your data is available, the app will automatically start showing those. To make the transition as smooth as possible.
If you choose to skip the connection and went into the demo straight away, you will have a chance to connect your QuickBooks account directly in the app. If you chose to connect your data from the demo app, we will guide you through the same process as described in the first paragraph.