How to integrate my account with QuickBooks

Did you know you can connect ClarityNOW and QuickBooks to reduce double entries of data?

 

  1. Login to your ClarityNOW Portal
  2. Click Portal Dashboard
    dashboard
  3. Click the gear icon in the top right corner of your screen and navigate to "Integrations".QB Integration
  4. You will see all of our integrations click LAUNCH under QuickBooks  Untitled design (26)
    1. Next you will be asked to log in to your QuickBooks account
    2. Sign into your QuickBooks Account Screenshot (231)

  5. After log in you will go back to the ClarityNOW tab and click Authorize  
  6. You will then see Integration Successful! Congratulations you have linked your QuickBooks account and your ClarityNOW account.

Please be advised QuickBooks will only pull data to ClarityNOW starting from the date of integration