The connection process for the Raken + QuickBooks Online integration is activated through your Raken account, in a few simple steps you can have your QuickBooks Online account connected.
Activating the Integration
From the Raken Website click on the Company tab.
Click on the Integrations button found in the menu that appears.
Click on the tile for QuickBooks Online.
Click on the + Connect button found in the top right corner of the page to enable the integration.
A window will then appear requesting your QuickBooks Online credentials.
QuickBooks Online will request you to allow Raken access to your data.
Importing Data from QuickBooks Online Into Raken
From the Raken Website click on the Company tab.
Click on the Integrations button found in the menu that appears.
Click on the tile for QuickBooks Online.
On the left side of the page you will see Projects and Employees listed.
Select the desired data type that you would like to import from QuickBooks Online into Raken.
Click the orange Import button.
Select the items that you would like to import into Raken.
Considerations
Raken does not support importing QuickBooks Online Customers as Raken Projects. We only support importing QuickBooks Online Projects as Raken Projects.
The Raken + QuickBooks Online Integration is available for Raken customers with a Performance plan. If you have questions about your Raken account, you can talk to our award winning support team here.
The Raken + QuickBooks Online integration is only compatible with the QuickBooks Online Plus or Advanced plan. If you have questions about your QuickBooks Online account, contact QuickBooks here.
More Questions?
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