01. Getting Started for QuickBooks Online users

Sign-up a new EzzyBills trial account:

• visit www.ezzybills.com, and click the “Try For Free” button to sign-up for a new user account.
• In the sign-up form, for “Integrate with”, choose “QuickBooks Online”. [screenshot]

Connect to QuickBooks

1. Login EzzyBills, go to “Apps” on the left-hand. Find the app QuickBooks, click Connect. On the next window, click “Connect to QuickBooks” button.
2. A pop-up window will come up next, which is from QuickBooks for you login and authorize this connection. You may need to disable the Pop-up blocker on your web browser or use a different browser.

Upload your first test invoices

Go to Dashboard. Choose Files or drag/drop one or a few supplier invoice files. Or email invoices to the EzzyBills upload email address.

Wait for the processing to finish. You will see the processing status of each invoice in the Details column, invoice image will appear after the extraction is done. When the status shows “Complete”, the Link “QuickBooks” appears in the link column. Click the link on the row to open the bill in your QuickBooks Online account.

Below is an example bill in QuickBooks, created by EzzyBills.