This is a very simple process that allows RepZio pull your Customer data and Product information. This also enables us to add new Customer and Orders, Estimates or Invoices to your QuickBooks online account- we can even show outstanding Customer balances.
- Goto: https://webmanager.repzio.com/quickbooks
- Click the "Connect To QuickBooks Online" button on that page.
- This will open a popup from QuickBooks where you will need to login to your account and grant access to RepZio.
- Once completed, the popup window will close and you will be redirected back to our website.
- You will now be able to view Products and Customers.
If at any time you decide you do not want RepZio to have access to your QuickBooks data, simply click the 'Disconnect from QuickBooks Online' button and we will no longer have access. Please note that this also means we cannot insert Orders, either.