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Connecting QuickBooks

Prerequisites

Before connecting QuickBooks Online to TaxBridge, ensure you have:

  • An active QuickBooks Online subscription
  • Administrator access to your QuickBooks company
  • Completed setup of your chart of accounts and transaction categories

Connection Process

Follow these steps to connect your QuickBooks Online account:

Step 1: Navigate to Dashboard

From your TaxBridge dashboard, locate the "Connect QuickBooks" button or the business section, and click "Add Business".

Dashboard Connect Button
Step 2: Start Authorization

Click the "Connect to QuickBooks" button to start the authorization process.

Step 3: QuickBooks Login

You'll be redirected to QuickBooks Online. Log in with your Intuit account credentials if prompted.

Security Note: TaxBridge never sees or stores your QuickBooks password. Authentication happens directly with Intuit.
Step 4: Authorize Access

Review the permissions TaxBridge is requesting. We only ask for the minimum access needed:

  • Read access to your company data
  • Access to financial reports and transactions

Click "Connect" or "Authorize" to grant access.

Step 5: Select Company

If you have multiple QuickBooks companies, you'll be prompted to select which one to connect. Choose the appropriate company from the dropdown menu.

Step 6: Complete Setup

Once connected, you'll be redirected back to TaxBridge. The system will automatically fetch basic company information.

You can verify the connection was successful by seeing your company name displayed in the dashboard.

Troubleshooting Connection Issues

If authorization fails:

  1. Ensure you're using the correct QuickBooks Online administrator credentials
  2. Check your internet connection
  3. Try clearing your browser cache
  4. Ensure pop-ups aren't blocked
  5. Try using a different browser

If the connection times out:

  1. Check your internet connection speed
  2. Try disabling any VPN or proxy services
  3. Wait a few minutes and try again

If you receive a permission denied error:

  1. Ensure you have administrator access to the QuickBooks company
  2. Check if your company's QuickBooks subscription is active
  3. Revoke any previous TaxBridge connections in QuickBooks and try again

Reconnecting QuickBooks

QuickBooks connections may need to be refreshed periodically due to security token expiration. If you see a "Reconnect QuickBooks" message:

  1. Click the "Reconnect" button
  2. Follow the same authorization steps above
  3. No data will be lost during reconnection
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