Syncing your ledger to Routable allows your existing bills and invoices to be ported directly into Routable, which saves you time as you don't need to recreate any payment information.
Additionally, transactions made within Routable are recorded directly in the ledger, saving you time on reconciling transactions, and ensuring accuracy of records.
Setting Up Your QBO Integration
To link your Routable account to QBO, head to the integrations page either through the account settings, or through the set up guide.
After clicking Connect your ledger, you'll be ported to QBO's website where you'll need to sign in and give permission to Routable to sync read and edit information from your ledger.
After you have authorized Routable to connect to QBO, you'll be taken back to the integrations page.
You will notice that instead of saying Connect your ledger the button text will now say Manage integration.
In your profile menu, you'll see a section for managing your integration.
- Ledger status
- View sync errors
- Manage integration
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