- - Setting up Agiliron to Facilitate integration with QuickBooks - New Agiliron Signup

To setup Agiliron to integrate with your QuickBooks Company file, you need an Agiliron Business Instance and User Account.

New Agiliron Signup and connecting to QuickBooks Online:

  • You are a new customer and would like to sign up for a 30-day Agiliron trial.
  • Go to the Intuit App Center http://appcenter.intuit.com/agiliron and click the "Learn More" button.
  • This will take you to the Agiliron's page where you can click on Get a Demo button and schedule a consultation or directly on the Try it for Free button.
  • The screenshots below capture the steps.
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The QuickBooks Company File lists information was imported in Agiliron automatically at the end of the connection process.

The entities that were imported into Agiliron from QuickBooks are listed below:

  • Company Information
  • Chart of Accounts
  • Item List
  • Payment Method List
  • Shipping Method List
  • Sales Tax Authorities
  • Sales Tax Categories