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How to switch from manual entry to Quickbooks integration?

If you have already entered your financial data manually and you wish to add the values from your QuickBooks account, you can follow these steps:

  1. Sign in to your Tresle account. 
  2. Click ‘SELL’ on the top banner.
  3. Select ‘Edit’.
  4. From there, click the ‘Financials’ tab within the listing, and then click on the pencil icon on the right corner.
  5. On the popup, choose ‘Connect to QuickBooks Online’.
  6. Click on the “Connect to QuickBooks’ button.
  7. From there, you will be prompted to login to your QB account.
  8. Click ‘Save’, and you are done!

Note: after you enter data retrieved from QuickBooks, you will not be able to edit the information on Tresle.

To learn more about integrating your QuickBooks account with Tresle, watch our tutorial video below!

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