This article describes how you can create a connection to a QuickBooks Online account to allow the import of .IIF files using detamoov.
1. Adopt the QuickBooks Online moov
If you have not already done so, you need to adopt the QuickBooks online moov to your account. Click the moovs option in the left-hand menu and then click the ADD button.
Expand the Accounting/General Ledger section and select the QuickBooks Online moov that best fits your file format (.IIF files can be in either comma or tab delimited format).
NOTE: PrismHR users - If you are configuring your client for the PrismHR premier integration, you must select the Standard GL to QBO moov from the Accounting/Ledger section.
Once you have adopted the QuickBooks Online moov you will need to configure your moov level settings.
To set the notification configuration on the moov level, click the cog wheel icon next to the 'Action - Notify' step under the moov steps section on the left and then toggle the 'Use default parameter' option.
Note: these settings are applicable to all clients you configure for the QuickBooks Online import moov. You also have the ability to override these settings on each of the client's moov configurations.
The notification step allows you to enter:
- a list of email addresses (separated by a comma) where you would like to receive the notification
- a Reply To address
- a Subject and a Body of the email message
Once you have entered the required information, click Save Changes.
QuickBooks Online Import Settings
By default the QuickBooks Online moov will:
- Import Checks as Checks
- Relate Vendors as the entity type to Reference Names
- Create entities (vendors, customers, employees) in QuickBooks Online if they do not already exist
These settings can be changed on either the moov adoption level or the moov configuration level.
To change the QuickBooks Online Import settings on the moov level, click the cog wheel icon next to the 'Action - QBO Import' step under the moov steps section on the left and then toggle the 'Use default parameter' option.
Here you can change the settings on how Checks are imported to QuickBooks Online, the type of entity related to Reference Names and auto-creating entities in QuickBooks Online if they don't exist.
You also have the option to enter a list of email addresses (separated by a comma) to receive a report of the QuickBooks Online import. This email will provide you with information and/or errors related to the QuickBooks Online import.
Once you have made any changes, click Save Changes. You are now ready to set up your client with the QuickBooks Online moov!
2. Configure a client for a QuickBooks Online moov
To configure your client with QuickBooks Online, click the ADD button under the moov configuration section.
For more detailed information on adding a moov configuration for your client, please see our add a moov configuration article.
3. Connect to QuickBooks Online
Once you have created a moov configuration for your client, hover over the client name and click on the 
icon button to generate the Upload Link for your client.
Copy the Url. This link can now be sent to your client so they can connect their QuickBooks account to detamoov.
Once the Url you copied is accessed, your client can click the 'Connect to QuickBooks' button to be redirected to the Intuit authorization page.
A QuickBooks/Intuit authorization process will now commence. Your client will then be prompted to login to the QuickBooks Online account to connect their account to detamoov. If your client has more than one company in QuickBooks, they need to select the appropriate company from the dropdown menu and click Next.
Once the authorization is successful your client will be redirected back to detamoov showing the QuickBooks Online panel in a Connected status.
You are now ready to import .IIF files into the authorized QuickBooks account!
