How to connect STRATAFOLIO to QuickBooks Online

Follow the steps below

  1. Log back into STRATAFOLIO.
  2. Go to your Organization’s detail view by expanding the Hierarchy menu, clicking on the Organizations link and clicking on the Organization Name. Then, click on the Integrations tab, and click on the Add An Integration button.
  3. Step-01 Connect STRATAFOLIO to QuickBooks Online

  4. Select the QuickBooks Online integration option.
  5. Step-02 Connect STRATAFOLIO to QuickBooks Online

  6. Select the Company File Entity from the dropdown, and click on the Proceed to Setup button.
  7. Step-03 Connect STRATAFOLIO to QuickBooks Online

  8. If you are not logged into QuickBooks Online, log in now. Otherwise, proceed to the next step.
  9. Step-04 Connect STRATAFOLIO to QuickBooks Online

  10. Under the Setup tab, click the Connect to QuickBooks button.
  11. Step-05 Connect STRATAFOLIO to QuickBooks Online

  12. If you own multiple companies, select the correct one. If you have only one company, proceed to the next step.
  13. Step-06 Connect STRATAFOLIO to QuickBooks Online

  14. If you agree to the STRATAFOLIO’s Terms of Service and Privacy Policy, click on the Connect button.
  15. Step-07 Connect STRATAFOLIO to QuickBooks Online

  16. Once you see the Connected to Quickbooks Online message, congratulations, you have successfully completed the connection.
  17. Step-08 Connect STRATAFOLIO to QuickBooks Online

If you have any issues connecting your account, please contact our customer support, or email us at [email protected].

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