Applicable to the following Sastrify plans:


Legacy*EssentialsProPlatinum


* Legacy includes all plans signed prior to November 1, 2023 and labelled as "Starter", "Advanced", "Professional" or "Enterprise".


This article is specifically prepared for the integration Quickbooks with Sastrify, taking into account its particular steps involved in setting up the connection.


For the main knowledge base articles on ERP & Accounting integration, please refer to the following links:


To connect Quickbooks to your Sastrify account, please follow these steps:


1. Go to Settings > Discovery.


2. Find the Quickbooks integration card, and click the "Manage" button to open the setup page.


3. Click the "+ Add New" button located in the lower right corner of the page to create a new integration.



4. Enter the name of the integration (for example "Quickbooks 1") and click the check mark to confirm.



5. Click the "Connect" button to continue.



6. You will be redirected to the Quickbooks page. Create a company for this integration. To do this, select your country, click Next, and then give it a name.



7. Finally you will see a popup asking you to connect Quickbooks to Sastrify. Click the "Connect" button to proceed.




8. That's it! You are done, and your Sastrify app will start pulling spend data and invoices from Quickbooks.


You will be redirected back to Sastrify's Discover page where you can see that the Quickbooks integration card now has an active connection. If you click on the "Manage" button, you will see that the integration is now displayed as Connected, indicating that the connection is now active.