How to set up Rho's QuickBooks Integration
The following instructions describe how to set up a direct integration between your Rho Account and your existing Quick Books Online account. If you're interested in connecting Rho transactions via the Quick Books Bank Feed, see instructions here. Note: this integration is only compatible with Quick Books Online. For Quick Books Desktop, you can download a CSV of transactions from your Rho account via these steps and upload them to QB Desktop).
Once you are signed into the Rho platform, click Integrations in the navigation bar.
Click the Quick Books icon.
Follow the login instructions to connect to your Quick Books account.
When finished, click Accounting in the navigation bar.
Select the transactions you want to sync.
Click the Sync button.
When you connect Quick Books to Rho, a new account is added to your CHART OF ACCOUNTS tab named RHO [Checking Acct#], where [Checking Acct#] is the 10-digit account number associated with the linked Rho account. This is your primary account and is required for automatic account reconciliation. You can rename this account, but integration between your Rho account and Quickbooks will not work if the account is deleted.
What information can I view in the Accounting Tab?
Once you have connected Quick Books to Rho, use the Accounting Tab in the Rho platform to manage mapping rules, view transactions, and make necessary changes.
The Accounting Tab includes two subsections Dashboard and Mapping Rules. Learn more about what you can view in the Dashboard here and about what you see in the Mapping Rules here.
Important Integration Notes
Syncing with your Quickbooks account is a manual process. Each time you want to reconcile your Rho Account in Quick Books, you must click the Sync button.
To revoke the Quickbooks token, any user who has created the QBO token can log into their account, access the Token section, and revoke it. Only the user who created the token has the ability to revoke it.