Connecting the QuickBooks Connector in Hurree
Connectors allow you to gather specific data points for display within a Widget. If you have an account with the tool you wish to connect, you will be able to sync this data into Hurree.
1. Navigate to the Add Widget Button
Log in to your Hurree account.
On your Dashboard, click the + Add Widget button located at the top right corner.
2. Select the QuickBooks Connector
On the next screen, you will see a complete list of available connectors.
Locate the QuickBooks card and click the connect icon.
3. Initiate the Connection
A pop-up will appear for the QuickBooks Connector.
Click Connect at the bottom of the pop-up to begin the connection process.
4. Log In to QuickBooks
After clicking Connect, you will be redirected to the QuickBooks login page.
Log in to your QuickBooks account and approve the connection to sync your data with Hurree.
5. Confirm the Connection
Once successfully connected, the QuickBooks card will change from 'Connect' to 'Disconnect', indicating that the integration is active.
6. Disconnecting a Connector (Optional)
If you want to disconnect the QuickBooks Connector in the future, you can go to your Account Settings.
Navigate to the Connectors tab and select Disconnect on the QuickBooks card.
Following these steps will successfully connect your QuickBooks data to Hurree, allowing you to display your financial data within Widgets.