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Add a QuickBooks Connector

Niamh McGlade avatar
Written by Niamh McGlade
Updated over a week ago

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 to, you can 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.

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3. Initiate the Connection

  • A pop-up will appear for the QuickBooks Connector.

  • Click "Connect" at the bottom of the pop-up to initiate 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.

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6. Disconnecting a Connector

  • If you want to disconnect the QuickBooks Connector later, 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.

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