The Quickbooks integration is available to all Professional and Enterprise users. If you are on the Starter plan, please contact firstname.lastname@example.org to upgrade your account.
Sync your Quickbooks account with the following steps.
- When logged into Anvyl, click on your avatar at the top right.
- Click Team Settings > Integrations tab.
- Click Connect.
- A pop-up window will appear, asking you to sign in to your company’s Quickbooks account. Please use your Quickbooks credentials to log in and grant Anvyl permission to access the account.
- Once connected, you will be able to sync purchase orders in Anvyl back to Quickbooks. Perform the following steps here.