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Setting up Xerox Connect App for QuickBooks Online

Product support for
Xerox Connect App for QuickBooks Online
Article ID
KB0397552
Published
2019-06-25

Before you can use Xerox Connect App for QuickBooks Online, you will need to connect the app to your QuickBooks Online account.
To do so, follow these steps:

  1. From a web browser on your computer, go to the Xerox Connect for QuickBooks Online portal and click on Login (see the link in the Related Content section).

  2. Click Log into Intuit QuickBooks. The Intuit sign in page displays.

    Quickbook Login

  3. Enter your Email or user ID, followed by your password, then click Sign In.

  4. If your account has more than one company associated with it, you will be asked to select a company to have the app sync with. If you only have one company associated with your account, you will not be prompted and can continue to step 5.

  5. Click Connect. You will be taken to the Xerox Connect for QuickBooks Online portal Settings page.

  6. Enter a valid email under Accounting Email. This email address is where any expense transactions will be emailed.

  7. You can toggle Require Employee PIN. This will ensure each user has to enter their PIN each time they want to use the app. This PIN is their employee ID as set in QuickBooks Online.

  8. Select an Expense Reimbursement Account from the drop-down menu. This is an “Other Current Liabilities” account which is used to process the expense transaction.

  9. Beside Devices, click Add Device. 

  10. A popup will appear with a code for your device. Write this code down and note that it expires within 30 minutes.

  11. Click Apply Settings.

  12. Go to your Xerox device. From the device home screen, touch Xerox Connect App for QuickBooks Online.

    QuickBooks icon

  13. If the device has not been activated with QuickBooks Online before, you will be asked to enter your activation code. Enter the code you wrote down in step 10.

  14. Touch OK.

Note: For more information about this app and to obtain support, click on the Xerox Connect App for QuickBooks Online Knowledge Base link in the Related Content section or search this knowledge base for additional content.




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