The QuickBooks Online integration is connected with Neos during the setup process by consenting to the authorization and authentication between Neos and your firm's QuickBooks Online account.
This article covers QuickBooks Online settings that must be in place for the integration to properly function with Neos.
Neos Connection
In QuickBooks Online, navigate to the Integrations icon on the top right. The My integrations window will display. Ensure a green checkmark is present above the Neos logo.
Click the Neos integration to access the Disconnect option.
User Status and Permissions
Ensure that the authorized user is listed in the firm's QuickBooks Online account and that their role has the necessary permissions.
Navigate to Settings > Manage Users > Users to ensure that each authorized user has a Status of "Active".
Click Edit then navigate to Roles. At least one authorized user must be set as the "Primary admin" with access to every part of the QuickBooks account.
Account Status
Ensure that your firm's QuickBooks Online account is not suspended or deleted. Account suspension could happen if your subscription payment is not up to date.
Check your QuickBooks Online Account Status by going to Settings > Subscriptions and billing (under Profile).
Ensure that QuickBooks Online Payments is set to "Subscribed".
