QuickBooks Online Setup

Modified on Thu, 29 Feb 2024 at 11:12 AM


Go to dashboard.plateiq.com

1. Click "Settings"

Access the settings option.


2. Click "Locations"

Navigate to the locations section.


3. Click on the existing Company name.

Select the specific location.

Click on existing Company name

4. Click "Connect to QuickBooks"

Click on the link.


5. Enter Intuit credentials, and click "Sign In"

View the page to sign in to your Intuit account.

Enter Intuit credentials, and click

This guide covered the steps required to successfully link QuickBooks Online with Ottimate.

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