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Getting Started

Installation

To get started with QuickBooks Complete, follow the usual monday app installation process. Monday will prompt you to select a workspace to install QuickBooks Complete and leave you with a folder similar to this.

Workspace folder

If you didn't choose to install the app into a workspace when you first installed the app, you can:

  • Navigate to the monday app Marketplace
  • Click "Installed Apps" at the top
  • Click "View App" next to the listing for QuickBooks Complete
  • Click "Use App" button.

Older installations might have somewhat different names as the product has evolved; past names include Virtenia Sync, IQ, and Integration for QuickBooks. You can rename these at your preference.

Older installation names

Connecting to QuickBooks and monday

With the above options in front of you, choose "QuickBooks Complete", labelled "Virtenia Sync - start here" or similar in some older installations. You should see the connection and authorization information:

Connection screen

From here, connect to QuickBooks and to Monday. You can then proceed with using the application.

(This is the documentation for Virtenia Sync / QuickBooks Complete integration for monday.com)