Support Center

How do I connect my QuickBooks account to my community?

Last Updated: Jan 15, 2019 12:36PM EST
Summary/Goal: To connect your QuickBooks account back to your community in Pilera.

Brief: To connect your QuickBooks account to Pilera, you will navigate to QuickBooks Management in the Settings and connect it through a short series of steps on QuickBooks' website.  

Step by Step:
  1. In the community that you wish to reconnect your QuickBooks account to, navigate to "Settings" at the top of the screen and click on "QuickBooks Management".

  2. To connect the community, click the green "Connect to QuickBooks" button.

  3. You will automatically be redirected to QuickBooks "Sign In" page.  Type in your email address or user ID and password, and then click "Sign In".

  4. Once you've signed in, you will be prompted to verify your QuickBooks account.  The simplest and fastest way will be to have QuickBooks send a verification code to your email.  Check the first option, "Get a code emailed to..." and then click "Continue".  

  5. Navigate to your email to retrieve the 6-digit verification code sent to you.  Copy the code.
  6. Navigate back to the QuickBooks verification page.  After you have pasted the code, click "Continue".

  7. Click "Connect" to authorize QuickBooks to share your data with your community's account in Pilera.

  8. Success!  Your QuickBooks account is now connected to your community in Pilera.  When you navigate back to the Pilera portal, you will see the integration in action.  
Conclusion: Connecting your QuickBooks account to your community in Pilera is quick and easy, requiring only a few steps to verify your QuickBooks account and authorize it to connect with Pilera. 

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