QuickBooks Reporting Integration

Connect Your Account

  • To connect your Quickbooks account to your Workstand account, navigate in Workstand Admin to Settings > QuickBooks. 
  • On the QuickBooks settings page, click "Start connection process".

  • You'll then be routed to Intuit and asked to enter your Email or user ID, enter the information, and click "Sign in".

  • On the next screen enter your password and click "Continue".

  • After your password has been entered, you may need to enter a verification code if you have two-factor authentication set up in your QuickBooks account. 
    • If so, choose the method you would like to receive the code and enter it to continue.
  • Once verified you will be routed back to the QuickBooks settings page in Workstand Admin and your account will display as connected.

Map Your Accounts