Using Hive Finance? Finance has its own QuickBooks connection, separate from this app. See Using Hive Finance.
The QuickBooks app connects Hive to QuickBooks Online. Use it to see, create, edit and delete your QuickBooks customers. The app does not create invoices. To create invoices in Hive, use Hive Finance.
Note: Each person connects their own QuickBooks account. You need admin access in QuickBooks to connect.
Connecting QuickBooks
Turn on QuickBooks in the App Library, then click Open. To add the app to your sidebar, click the pin icon on the app card.
Click Connect to QuickBooks, then sign in to QuickBooks and give Hive access. The app shows your active customers and the Open balance of each. To find a customer, use Search customer.
To remove the connection, click Disconnect account, then Disconnect.
Creating a Customer
Click Create customer.
Enter the Customer name, Email and Phone number. The other fields are optional.
Click Create.
Hive adds the customer to QuickBooks, under Customers & leads.
Editing or Deleting a Customer
To edit a customer, click the customer, change the details, then click Update.
To delete a customer, click the menu on the customer row, click Delete, then click Delete again. Hive makes the customer inactive in QuickBooks. You cannot delete a customer that has an open balance.