How to set up the QuickBooks integration
To enable the QuickBooks integration, you need permission to edit company settings in Planyard and the correct access rights in QuickBooks.
- Go to Company in the top menu
- Click Integrations
- Under the QuickBooks logo, click Connect
- Log in with your QuickBooks credentials and authorize the connection
Once connected, all approved costs in Planyard will automatically sync to QuickBooks.
