Getting started with QuickBooks

Integrating QuickBooks with Easy Month End is simple.

You will need to follow a few simple steps to connect your QuickBooks organisation(s) to Easy Month End. You will only need to perform this process once as after you are connected your organisaiton(s) will stay connected your data will be refreshed automatically twice per day, or when you manually refresh data.

Note: You will need to be an admin in QuickBooks to add your QuickBooks organisation to Easy Month End.


To connect your QuickBooks organisation to Easy Month End

Go to Settings --> Connections



Select the Connect to QuickBooks option


If you are not already logged into QuickBooks you will be taken to the QuickBooks login screen. Enter your credentials for the QuickBooks entity you wish to connect to Easy Month End


Once logged in, you will be able to connect your QuickBooks account to Easy Month End.

Once added your data synchronisation will begin. You can connect multiple QuickBooks entities to Easy Month End, just select the Add organisation option.


You will now be all connected and ready for reconciling your balance sheet accounts with ease.

To view the list of the QuickBooks entities connected at any time on the Connections page (within Settings).

Updated on: 21/05/2024