- To get started, create a QuickBooks account.
- Log in to your Yoroflow account.
- Go to the Administration menu.
- Select the Manage Organization tab.
- Click on Integrated Apps.
- Find QuickBooks in the list and click Sign in with SSO.
- Enter the credentials (Email and Password) that were used to create your QuickBooks account, and then click Sign in.
- You will then see a list of invoices created in QuickBooks. You can preview and download these invoices as needed.
- Select the invoices you want to work with and click Contact Association. In this section, you can search by fields such as first name, last name, and email to find the relevant contact. This allows you to view and download invoices associated with that specific contact