Disconnect and Reconnect MineralTree to QuickBooks Online

Audience: Accounting Manager and ERP Admin

Summary: When the credentials for a QuickBooks Online Administrator change (for example, if they leave the organization or reset their password), QuickBooks Online will stop syncing with MineralTree. To restore the connection, you must disconnect and then reconnect QuickBooks Online using valid Administrator credentials. This article explains how to complete the process.

Disconnect QuickBooks Online from MineralTree

1. Log in to MineralTree as an Accounting Manager user
2. Click your initials in the upper right and select Company Profile from the dropdown
   
3. Click Disconnect from QuickBooks.
   

Reconnect QuickBooks Online to MineralTree

1. Click Connect to QuickBooks.
2. Enter QuickBooks Online user credentials
   • You must be an Administrator in QuickBooks Online to authorize the connection to MineralTree.
     • If you are logged into QuickBooks Online as a non-Administrator, log out of QuickBooks first or else you won't be able to authorize the connection.
3. Authorize the Connection

• Phone: 855‑672‑9669
• Email: mtsupport@mineraltree.com