Adding a QuickBooks Online Data Feed

This article explains how to add a QuickBooks Online Data Feed. It includes a few specific steps that are important to ensure things work as expected.

Connecting Reckon Insights to QuickBooks Online

1. Log into the https://portal.reckon.com
2. Select Reckon Insights then click on Manage – it will open the Insights User and Feed Management page in a new tab

1. To add the QuickBooks Online as a new data feed:
   1. For new users, click on Add first data feed

      

      
      
   2. For existing users, click on Manage Data Feeds then Add feed

      

      

1. Select QuickBooks Online then click on Continue

   

1. Follow the prompts to grant authorisation to your QuickBooks Online account by signing in.

   

1. Select your Company data then, click on Next

   

1. Click on Connect after reviewing the access permission to grant authorisation. It will return to the Management page to continue with the configuration.

   

1. Click on Configure for the feed.
2. You may change your Data feed name during this configuration. Note that by default, it will use the Company data name.

1. Once configuration has completed, allocate the Users and access by clicking on Add users now or click Do it later. See Adding a User to a Data Feed for more information and the steps in adding users.

   

1. Click Finish to complete the adding of the QuickBooks Online data feed. This will return to the Data feeds page listing the new feeds.
2. A notification email will be received from Intuit informing you of the connection with Reckon Insights.