If you would like to connect your Quickbooks account with your TotalBrokerage account, click on “Setup” and then “Brokerage” from your dashboard.
Then, click on the “Quickbooks” tab.
This tab allows you to connect your brokerage to a Quickbooks Online account. To do so, simply click on the green “Connect to Quickbooks Online” button.
You will then arrive to a login page in order to sync your Quickbooks account.
This is an example of a quickbooks online setup from within TotalBrokerage.
*For further instructions, please refer to the video above. Please note that either Essentials, Plus, or Advanced is required. For more information about the image above and synchronizing with Quickbooks, click here.