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QuickBooks Online Integration Course

Updated

 

Who is this for? Staff and finance users who are responsible for connecting and operating their QuickBooks Online accounting software with the GrowthZone database. This course gives you a step-by-step walkthrough to understand and implement your QuickBooks Online (QBO) Integration.

Your Learning Curriculum

Follow this chronological path to master the QuickBooks Online Integration. We recommend completing the modules in order.

Want the complete course? View the QuickBooks Online Integration course in its entirety here. If you are new to QuickBooks Online Integration, use the segmented course links in the modules below to guide your learning.

Module 1: QBO 101 — Setup

Qualify for the integration, clean and organize your data, prepare for Best Practice Mode, request your proposal, and complete setup and mapping. (Est. Time: 45 mins)

Module 2: QBO 102 — Operations

Test the integration, prepare for launch, go live, and learn how to use GrowthZone with the integration in your day-to-day work. (Est. Time: 30 mins)

Module 3: QBO 103 — Troubleshooting

Handle maintenance and ongoing use, resolve common issues, and review the QBO Integration FAQs. (Est. Time: 25 mins)

Certification Goal: QuickBooks Online Integration Ready

By completing all three modules, you will be able to qualify for, set up, map, launch, operate, and troubleshoot the QuickBooks Online Integration with confidence — keeping your GrowthZone and QBO accounting data in sync.

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