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Integrate with QuickBooks
Integrate with QuickBooks
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Written by Sam
Updated over 4 months ago

Gorelo offers integration with QuickBooks which allows you to sync clients, invoices, taxes, products/bundles.

  1. In the left menu, go to Settings > Integration.

  2. Click the ⚙️cog icon to configure QuickBooks.

  3. Click on Connect to QuickBooks to open QuickBooks login screen.

  4. Provide your QuickBooks credentials and sign in to your account.

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  5. Once your account is connected, you will be navigated back to Gorelo, which will display the number of synced clients. You will also be prompted to set the default Chart of Accounts (COA) and Tax code.

  6. Provide the default Tax Code and COA code and click "Complete QuickBooks Integration button" to complete the integration process.


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