Connecting QuickBooks to Your WIZniche Account
Follow these steps to connect your QuickBooks account with WIZniche.
Step 1: Open Settings
Click on your avatar (profile icon) at the top right of your screen.
A sidebar will appear.
Select Settings to open the Settings page.
Step 2: Complete the Required Setup
Before connecting, please complete the following two steps:
1. Enable Tax Computation in WIZniche
In the Settings page, navigate to the Accounting section.
Click on Billing.
Locate the Tax Computation toggle and make sure it is switched on.
2. Set Up Sales Tax in QuickBooks
You must also set up your sales tax within your QuickBooks account.
For guidance, refer to this video:
Ensure both these steps are completed before proceeding.
Step 3: Navigate to Integrations
Scroll to the bottom of the Settings page.
Under the Integrations section, select Intuit.
Step 4: Enable Intuit and Connect to QuickBooks
In the Intuit section, toggle Enable Intuit to on.
A Connect to QuickBooks button will appear.
Click the button to proceed.
Step 5: Sign In to QuickBooks
You will be redirected to the QuickBooks login page.
Enter your Email/User ID and Password, then select Sign In.
Once signed in, your QuickBooks account will be connected to WIZniche.
Connection Complete
You have now successfully connected your QuickBooks account with WIZniche. Your invoicing and tax information will sync automatically.