Prerequisites
QuickBooks Online account
QuickBooks Company ID
QuickBooks admin account email and password
You must be a Quantive Results administrator
How to find QuickBooks online Company ID
In order to connect QuickBooks Online with Quantive Results you will need your QuickBooks Online Company Id. Follow these steps to find it:
Log in to your QuickBooks Online account
Click on the little cog icon in the upper right corner
Click on the Account & Settings link under Your Company section
Click on the Billing & Subscription tab in the left menu
Copy the Company ID from this screen and keep it for later
How to connect
To connect QuickBooks Online in Quantive Results follow these steps:
Log in to Quantive Results
Navigate to Settings -> Data Sources
Click on Add new data source in the upper right corner
Select the product tab and select QuickBooks Online
In the connection dialog enter the name of the connection (something that will help you identify this connection, as Quantive Results allows you to connect more than one QuickBooks account) and the QuickBooks company ID
Click on the Authenticate button
When the QuickBooks authentication dialog appears click on the Authorize button
And that's it ! You should be all good to go and use your Quickbooks connection to power your Quantive Results items.
Have fun!