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
Updated 29 days ago