Learn how to connect STRATAFOLIO’s two-way integration with QuickBooks Online in a few simple steps. Manage your commercial real estate and finances with ease.
Before You Begin the Integration
Only the primary admin of your QuickBooks Online company can connect it to STRATAFOLIO. QuickBooks Online gives this role to one person for each company. It is usually the person who first set up the QuickBooks Online account. Other QuickBooks Online users, including company admins, cannot complete the connection.
If you are not the primary admin, ask that person to complete these steps. You can also ask them to transfer the primary admin role to you in QuickBooks Online first. You also need Admin rights in STRATAFOLIO to add an integration.
Follow The Steps Below to Automate
Go to your Organization’s detail view. Do this by expanding the Hierarchy menu in the left-side navigation, clicking the Organizations link, and clicking the Organization record.
Then, click on the Integrations tab and click on the Add An Integration button.
Select the QuickBooks Online integration option. Choose the Company File Entity from the dropdown, and click on the Proceed to Setup button.
If you are not logged into QuickBooks Online, log in now. Otherwise, proceed to the next step.
Under the Setup tab, click the Connect to QuickBooks button.
If you own multiple companies, select the correct one. If you have only one company, proceed to the next step.
If you agree to STRATAFOLIO’s Terms of Service and Privacy Policy, click on the Connect button.
Once you see the Connected to QuickBooks Online message in the Setup tab, congratulations, you have successfully completed the connection. If you have any issues connecting your account, please submit a ticket and the team will get back to you within 24 hours.
Give Your Integration a Nickname
A nickname helps you quickly tell your integrations apart, especially when you manage several entities or QuickBooks files.
- Expand Hierarchy in the left-side navigation menu, select Organizations, and select your Organization’s name.
- Select the Integrations tab.
- Select the i icon next to the QuickBooks integration.
- Select the Edit Nickname button next to the integration name at the top of the page.
- Enter a name that makes the integration easy to recognize, such as “Main Street Plaza,” and save your change.
TIP: Use a nickname that matches how your team talks about the property or company file. That way, everyone picks the right integration when mapping accounts or checking sync status.
