If you encounter an error message indicating that the integration between ProcureDesk and QuickBooks Online is no longer valid, you will need to re-authenticate the integration.
Prerequisites
Before you begin, make sure:
You have admin access to ProcureDesk.
You have the admin credentials to authenticate the QuickBooks Online integration with ProcureDesk.
Step-by-Step Instructions
Step 1: Re-authenticate the Integration
Go to Configurations > Connect to QuickBooks Online.
Reintegrate the connection by clicking on Add Company > Connect to QuickBooks.
Step 2: Resend Documents for Integration
Once the re-authentication is complete, return to the documents needing integration.
Click on Actions > Send for Integration, to ensure they sync properly with QuickBooks Online.
Step 3: Verify Synchronization
After sending the documents, verify that they are syncing correctly with QuickBooks Online.
FAQs and Troubleshooting
What if I still encounter issues after re-authenticating?
Contact Support if you continue to experience problems with the integration. They can assist in resolving any ongoing issues.