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Connect another account in QuickBooks Online

Link an additional account to QuickBooks Online through the Integrations tab in HubSpot to streamline your workflow and enhance account management options.

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·9 steps·131 views·Published

Link an additional account to QuickBooks Online through the Integrations tab in HubSpot to streamline your workflow and enhance account management options.

Step-by-step Guide9 steps

  1. Click here to perform an action

    Clicking this link will trigger the associated action for the selected item in your task list or activities.

    Click here to perform an action
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  2. Click the Integrations tab

    Clicking the Integrations tab allows you to manage and connect various applications to your HubSpot account, enhancing your workflow and productivity.

    Click the Integrations tab
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  3. Click the Connected Apps link

    This action will take you to the Connected Apps section, where you can manage and configure the applications integrated with your HubSpot account.

    Click the Connected Apps link
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  4. Click QuickBooks Online

    Clicking on 'QuickBooks Online' opens the integration settings where you can manage your connection and access various features related to your QuickBooks account.

    Click QuickBooks Online
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  5. Click the Granted HubSpot permissions option

    By clicking this option, you will view the details of the permissions that have been granted to HubSpot, helping you manage integrations and access settings.

    Click the Granted HubSpot permissions option
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  6. Click the Manage and view your CRM data link

    This action allows you to access options to create, delete, or modify changes to your CRM contacts and companies.

    Click the Manage and view your CRM data link
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  7. Click the Account actions button

    Clicking the 'Account actions' button opens a menu that allows you to manage various settings and actions related to your account.

    Click the Account actions button
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  8. Click the Manage accounts link

    Clicking the 'Manage accounts' link allows you to view and modify your account settings, including linking or disconnecting other accounts associated with QuickBooks Online.

    Click the Manage accounts link
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  9. Click the Connect another account link

    By clicking this link, you will initiate the process to link an additional account to your QuickBooks Online setup, allowing for better integration and management of multiple accounts.

    Click the Connect another account link
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