Quickbooks

To connect Quickbooks, follow the steps listed below:

1. Login to your Quickbooks account
2. Go to Transactions, then select Bank transactions.
3. Select Link Account.
4. Enter Sequence in the Search field, then select.
5. Enter your info in the Login and Password fields, then select Continue.
6. Select the account that you want to connect and date to pull transactions from the dropdown ▼. Then, select Next.
7. Select your account type on the Account type ▼ dropdown, then select Next.
   Note: Choose the account type that matches your chart of accounts in QuickBooks. If you don’t see the correct account type, select +Add new.

For new bank accounts:

• In the Account Type ▼ dropdown, select Bank.
• In Detail Type, select Savings or Checking.
• Give the account a name and then select Save and Close.

You can also check out the Quickbooks video walkthrough HERE