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.

1. Go to Company in the top menu
2. Click Integrations
3. Under the QuickBooks logo, click Connect
4. Log in with your QuickBooks credentials and authorize the connection

Once connected, all approved costs in Planyard will automatically sync to QuickBooks.