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QuickBooks Integration

  • Updated
Doc. Number Article Title Effective Date Version
FHC-XX QuickBooks Integration February 10, 2026 0.7

 

Intuit_Quickbooks_Logo_as_of_081522.png

 

This article describes Forth's integration for QuickBooks and how to turn it on for your use. QuickBooks is an accounting software package developed and marketed by Intuit.

Prerequisite: This integration is only functional with QuickBook's online version. To integrate QuickBooks with the Forth CRM, please send an email request to Sales@setforth.com.

Integration Details

Profile and Settings Dropdown to My Settings View Aug2025.png

 

QuickBooks is connected directly from within the Forth CRM interface. There are no credentials required like in other third-party integrations. Instead, via the popup window, which becomes available after the add-on has been enabled, Users can authorize QuickBooks to connect. This connection remains active until disconnected by the User.

 

To turn on this connection, click on the "Profile & Settings" dropdown menu found on the top right of the page of the Forth CRM. Select "My Settings" from the dropdown menu.

Next, select the "Connected Accounts" option and then click on the Quickbooks "Connect" button located at the right side of the page (as shown below).

Main Screen to Dropdown to My Settings to Quickbooks Aug2025.png

The following dialog box will open. Click on the "Connect to QuickBooks" button to continue.

Quickbooks Connect Button to QB Login Button Aug2025.png

You will then be taken to QuickBook's "Online Login" page. 

Complete the login information requested and click "Sign In" to access QuickBooks.

 


 

Article Version History: 

Version Effective Date Description
Basic 01/08/2018 Initial Release
0.1 08/15/2022 Subject Matter Review - no changes made
0.2 01/03/2023 Added header and Version Control footer; Edited or replaced screenshots to reflect current UI and improve legibility.
0.3 01/20/2023 Replaced company references with Forth for rebranding.
0.4 10/12/2023 Minor formatting updates; no subject matter review.
0.5 10/04/2024 Minor formatting updates and grammatical changed; no subject matter changes.
0.6 08/12/2025 Replaced all screenshots to reflect recent feature updates and made minor formatting updates.
0.7 02/10/2026 Added the word "integration" to the article title; Replaced screenshot of Intuit Login Page with a hyperlink to ensure the latest interface is accessible; made minor formatting tweaks.
     

 

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