Project Description

Connecting Your Okappy Account to QuickBooks

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.

Authorising your Okappy account with QuickBooks

When you are logged into Okappy,

  • go to the invoices screen,
  • click Invoice options and then
  • click Account settings.

Invoices - account settings

Click the QuickBooks checkbox

Invoices - Connect to QuickBooks

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.

Invoices - Authorise Okappy 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.

Login in to QuickBooks

Once logged into QuickBooks, it will ask whether to allow access to your company.

Invoices - authorise Okappy with QuickBooks

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.

Invoices account settings disconnect from QuickBooks

Check out our short how to video

For further information

For further information search in our support pages or forum