Audience: Accounting Manager and ERP Admin
Summary: When the credentials change for a QuickBooks Online Admin (e.g. they leave the organization, change their password, etc), Quickbooks Online stops syncing to MineralTree. To resolve this, it has to be disconnected and reconnected with the relevant QuickBooks Admin credentials. This article reviews how to accomplish this.
Disconnect QuickBooks Online from MineralTree
- Log in to MineralTree
- Click your initials in the upper right and select Company Profile from the dropdown
- Click Disconnect to Quickbooks Online V3
Reconnect QuickBooks Online to MineralTree
- Click Connect to Quickbooks Online V3
- Enter QuickBooks Online credentials
- You must be an Administrator in Quickbooks Online authorize the connection to MineralTree.
- Authorize the Connection