Okappy and QuickBooks work well together. You can create your invoices in Okappy and automatically raise your invoices in QuickBooks.
To connect to QuickBooks, you first need to authorise Okappy with QuickBooks. This allows the two programmes to talk to each other without you having to share your login details.
Follow these steps to ensure your Okappy account is authorised with QuickBooks.
When you are logged into Okappy,
- go to the invoices screen,
- click Invoice options and then
- click Account settings.
Click the QuickBooks checkbox
The QuickBooks settings screen will be shown.
Click Connect to QuickBooks
You will see a window asking whether you want to authorise your Okappy account with QuickBooks.
Click Authorise with QuickBooks
You will be taken to QuickBooks. If you’re not logged in already, then QuickBooks will ask you to log in.
Once logged into QuickBooks, it will ask whether to allow access to your company.
Click Connect to allow Okappy to request contact information and raise invoices within QuickBooks.
You will then be taken back to Okappy where you can make any further changes to your QuickBooks set-up such as how invoices are created in QuickBooks and what your default payment terms are.
You can also disconnect Okappy from QuickBooks at any time by clicking the Disconnect QuickBooks button.