QuickBooks Connection Guide

Created by Help Desk 2, Modified on Mon, 05 Jun 2023 at 12:13 PM by Help Desk 2

QuickBooks Connection Guide

To send your member billing and event registration transactions from the MMS to QuickBooks, you need to grant permission for the MMS to update your QuickBooks company file. Here are the simple steps to connect the two systems:

1. Gather the following information from your QuickBooks company file:

   - User ID

   - Password

   Note: If you use QuickBooks Online, you can use your existing login credentials. Ensure that the account has administrative privileges. For QuickBooks Desktop users, you may need to create a user ID and password through Intuit if you haven't connected your company file to the Intuit cloud before. Please consult your QuickBooks manual or reach out to Intuit support for guidance.

2. Log in to the MMS as an admin.

3. From the Main Menu, scroll down to the "Configuration" box and click the "MMS Configuration" link.

4. Under "QuickBooks Configuration Options," click the "QuickBooks Interface Config" link.

5. Near the top of the page, click the "Disconnect from QuickBooks" link.

6. Click the link to "Click here to return to QuickBooks Desktop Configuration."

7. Click the "Connect to QuickBooks" button at the top of the screen.

8. In the pop-up window, enter your QuickBooks user ID and password.

9. On the next screen, select the company file you want to connect to (most organizations will see only one).

10. Agree to any prompts from QuickBooks.

11. Congratulations! You have successfully established a connection between the MMS and QuickBooks.

If you encounter any issues while establishing the connection, please submit a support ticket and include the error message provided by Intuit. You can copy-paste the error or attach a screenshot to make troubleshooting easier.

With the connection in place, you can now proceed to configure both systems for sending transactions from the MMS to QuickBooks.

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