Setting up the Kantata OX Integration with QuickBooks Online

Available in: Enterprise, Premier, Professional + QuickBooks Integration 

How to Integrate Kantata OX With QuickBooks Online

1. Hover over Settings from the left navigation and select QuickBooks.
2. On the QuickBooks Settings page, click the Connect to QuickBooks button.
   
3. Use your Intuit Single User Administrator ID and password to sign in.
   
4. Once you've signed in, authorize the connection between Intuit and Kantata OX.
   Note: Currently, your Kantata account can only be connected to one company file.
5. After you've authorized the sharing of data between Kantata OX and Intuit, the systems will be connected.
6. Next, you'll need to map Kantata OX data fields to QuickBooks Online data fields. This is done from the Intuit Settings page in Kantata OX. Return to the Settings > QuickBooks page and click the Set up button.
   
   Note: Due to the limit that QuickBooks has put in place to prevent their servers from being overloaded, the Intuit Settings page may take some time to load after clicking Set up. For more information on this limit, see the QuickBooks documentation.
7. The Intuit Settings page has five distinct mapping categories. For additional information about QuickBooks mapping, please click on a category name below.
   • Map Users
   • Map Projects
   • Map Expense Categories
   • Map Vendors
   • Map Account Settings
8. Once your mappings have been set up, your Kantata OX account will be fully synched with QuickBooks.