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QuickBooks Online Install Instructions

To use the QuickBooks Online app, you need an active QuickBooks Online account. You can sign up for a free trial while setting up the QuickBooks Online app in your Shopify admin.

TIP: If you signed up for Shopify at shopify.com/quickbooks, then your Shopify admin comes pre-installed with the QuickBooks Online app.

To install the QuickBooks Online app in your Shopify admin:

  1. Download the app from the Shopify App Store or right here.
  2. On the Install QuickBooks Online page in your Shopify admin, click Install app:
    install-qbo-app.png
    After you've installed the QuickBooks Online app, you can open it from the Apps page in your Shopify admin
  3. Now that you've installed the Shopify QuickBooks Online app in your Shopify admin, you need to connect it with your QuickBooks Online account. If you already have a QuickBooks Online account, then click Connect to QuickBooks. If you don't, then click Sign up for a free QuickBooks Online trial, create a new QuickBooks Online account, and then click Connect now:
    connect-create-account.png
    If you sign up for QuickBooks Online at this step, then make sure you update the required tax information in QuickBooks Online before continuing with the setup in your Shopify admin.
  4. On the Sign-in dialog, enter your QuickBooks user ID and password, and then click Sign In:
    intuit-sign-in.png
    NOTE: If you want to use QuickBooks Payments, then make sure that you enter the QuickBooks user ID that's associated with your QuickBooks Payments account.
  5. Click Authorize to allow Intuit to share data with your Shopify admin:
    intuit-authorize-dialog.png
    When the authorization is complete, the QuickBooks Online app's Settings page appears.

After you've installed the app and connected your accounts, you need to configure the QuickBooks Online app settings. 

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