To connect a client to QuickBooks Online, authorize the client from Manage Connections in the QuickBooks Rules Engine, then approve the connection in QuickBooks. LedgerSync then imports the client's chart of accounts automatically. Your Global Rules start categorizing the client's transactions once you map the client's accounts to your Global Categories.

Connect a client

1. In the top menu, go to Rules Engine > QuickBooks.
2. Go to Settings > Client Settings > Manage Connections.
3. Click AUTHORIZE NEW CLIENT.
4. In the Select Client to Authorize window, choose the client. Clients that are already connected to QuickBooks are not in this list.
5. Click AUTHORIZE QUICKBOOKS and confirm the message that you will be redirected to the authorization page.
6. Sign in to QuickBooks Online and approve the connection. You are then brought back to LedgerSync, which shows a message while the Rules Engine gets ready and then takes you to Initial Setup.

What happens after you connect

LedgerSync imports the client's QuickBooks Online chart of accounts automatically as part of the connection. You can review the accounts under Settings > Client Settings > Quickbooks Categories.

Your Global Rules do not categorize a newly connected client straight away. A Global Rule belongs to a Global Category, and it only categorizes a client's transactions once that client's account is mapped to the Global Category. A client connecting for the first time has no mapped accounts yet, so map them next.

Map the client's accounts to your Global Categories

1. Go to Settings > Global Settings > Global Categories.
2. Click a Global Category to open it.
3. In the Edit Global Category window, under Connect Client Categories, choose the client's matching account.
4. Click Save.

When you save a mapping, LedgerSync runs that Global Category's active Global Rules again. Transactions that match those rules, are still in For Review and have not been sent to QuickBooks are categorized automatically, so you do not need to run anything by hand.

If some transactions are not categorized after you connect, check that the client's account is mapped to the Global Category the rule uses.

Need help?

Contact LedgerSync Support at support@ledgersync.com

Related articles:

• Working with Global Rules and Global Categories
• Resetting a Client's QBO Data (Reconnecting to a Different QuickBooks Company)