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Quickbooks - How do I link my account?
Quickbooks - How do I link my account?

How to link your Quickbooks account to Merge

Matthew Ho avatar
Written by Matthew Ho
Updated over a week ago


To authenticate Quickbooks, you will need to provide the following information:

  • Quickbooks username

  • Quickbooks password

This guide will walk you through finding or creating those credentials within Quickbooks.


Step 1: Select Quickbooks in Merge Link

  1. In the linking flow, select Accounting > Quickbooks

Step 2: Connect your production or sandbox account

  1. Select whether you want to link a production Quickbooks account or a sandbox account

  2. Click Continue

Step 3: Authorize your Quickbooks account

A new window should open, allowing you to enter your Quickbooks credentials to authenticate

Enter the username and password you use to sign in to Quickbooks

Step 4: Complete the connection

The window should close, and you will be redirected to the linking flow showing a successful connection.

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