WATCH THE VIDEO 

https://www.youtube.com/watch?v=9uOC5yd5MlI 


To link QuickBooks Online (QBO) to BUDGETO, follow these few easy steps:


1- Click on the Link a Bookkeeping Software menu available in 3 different places in the application:




2- Click the Connect to QuickBooks button.




3- Sign in to your QuickBooks Online account.




4- Choose which company you want to connect to BUDGETO





5- Choose the months you want to import in BUDGETO




6- Review and accept the automatic mapping of your QBO chart of accounts with BUDGETO. 

This choice is not final: you can modify this mapping at any time (when the linking process is completed).




7- Choose a Category for each Capital Assets accounts found in QBO

This choice is not final: you can modify this mapping at any time (when the linking process is completed).




8- Enter an Interest Rate for each of your Investments accounts found in QBO

This choice is not final: you can modify this mapping at any time (when the linking process is completed).




9- Enter an Interest Rate for each of your Debts accounts found in QBO

This choice is not final: you can modify this mapping at any time (when the linking process is completed).




10- You're all done and you are ready to start budgeting!




Next article:

- How to use the HISTORICAL DASHBOARD?