Connect

Prerequisites

Before you begin integration at Zluri

1. Ensure you have an Active Intuit QuickBooks account.
2. Ensure you have Administrator access in QuickBooks to authorize the integration.

Setup Steps

Step 1: Select Scopes for Intuit QuickBooks

• Choose scopes according to your needs to make the most out of Zluri's Discovery, Workflows features.
• You can also select Default scopes for a hassle-free setup.

Step 2: Connect with Intuit QuickBooks

• Integration with QuickBooks requires authorization from the QuickBooks administrator.
• If you have the QuickBooks admin credentials, you can Authorize Yourself directly.
• Alternatively, send an Invite to your co-worker to complete the authorization.

Step 3: Save the Instance

• Once connected, Zluri allows you to save this connection instance.
• You can also connect multiple instances of QuickBooks with different scopes according to your requirements.

✅ Well done! Your Intuit QuickBooks integration with Zluri is now complete.