This guide will walk you through the process of connecting your QuickBooks Online (QBO) account to Thera.
Prerequisites
An active QuickBooks Online account
Org Admin permissions
Steps
Go to Settings → Integrations → Quickbooks
Click on Connect Account. You’ll be redirected to Quickbooks authentication page, where you’ll be prompted to log in.
Upon authentication, you’ll see your account has been connected successfully. Click on the Continue button and you’ll be able to map your accounts on the next step.
Click on Map Accounts to match Thera’s default accounts to your QuickBooks chart of accounts. This includes invoices, bank account, platform fees and ach fees. Click on Save.
You can choose to sync your contractors as vendors by turning on the Sync Vendors feature.
Click Save to continue
You’ll see your Quickbooks has been connected successfully to Thera.
If you encounter any issues during the connection process:
Ensure you have the necessary permissions in both Thera and QuickBooks.
Contact Thera support for assistance
This integration will help you manage your finances more efficiently and keep your payroll data synchronized across platforms. If you need any further assistance or have questions, please contact our support team at [email protected]