How do I sync my QuickBooks online to Bookvalu?

We've made this really easy. Literally, with the click of a button, you will be connected to your QuickBooks online account.

When you log in to Bookvalu for the first time, you will be presented with a Getting Started menu. This four-step process will guide you through every step you need to complete in order to use Bookvalu. 

The first step in the process is to Connect Bookvalu to your QuickBooks Online account. Simply click the Connect to QuickBooks button and you will be prompted to enter your QuickBooks Online credentials. 

Note: The credentials you need to enter are your QuickBooks Online account credentials, not your Bookvalu details.

 

 

 

 

The second step in the process is to actually sync your QuickBooks Online transaction data to Bookvalu. To do so, click the "Sync Now!" button.

 

 

Click "Start Sync" button.

 

Bookvalu will proceed to import your QuickBooks Online transaction data as shown below.

 

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Once you've synced QuickBooks Online transaction data to Bookvalu you are all set. All of your QuickBooks Online transaction data has been populated into Bookvalu.

The next step is to Classify your Accounts. 

 

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