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QuickBooks Pack: Start Here
QuickBooks Pack: Start Here
Connect QuickBooks with Coda
Find your QBO company ID
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Connect QuickBooks with Coda

Use these step-by-step instructions to connect your QuickBooks account with Coda

1. Click Insert in the upper right of your Coda doc.

2. Select “Packs”.

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3. Search for “QuickBooks” and select the QuickBooks by Leandro Zubrezki. A new window will open, click on “Add to doc”.

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4. Click on Add New Account to authorize the Pack to have access to your company.

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5. A window will open asking who can view data from QuickBooks from your Coda doc.

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6. A window will open asking who can take actions in QuickBooks from your Coda doc.

Only you: QuickBooks will be set up in this doc but only you will be able to take actions in QuickBooks from Coda.
Anyone this doc is shared with: Anyone with access to this doc can use your QuickBooks authorization credentials to execute actions.
Nobody: Other users will only be able to see data but not take actions.
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Next →
Find your QBO company ID
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