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QuickBooks connection

K9 Leads Sheet · for K9 Mold Guide team use

K9 Leads Sheet is K9 Mold Guide's private tool for adding new clients from our Google Sheet to our own QuickBooks Online company. It isn't available to the public.

Connecting

The connection is started from inside the Google Sheet: K9 Leads › QuickBooks: connect. Sign in to QuickBooks, choose the K9 Mold Guide company, and approve.

Disconnecting

You've disconnected K9 Leads Sheet, or you'd like to. Either way, here's how:

  • In the Google Sheet: K9 Leads › QuickBooks: disconnect.
  • Or in QuickBooks Online: open your apps settings and disconnect "K9 Leads Sheet."

Once disconnected, the sheet can no longer add clients to QuickBooks. Records already created stay in QuickBooks. To reconnect, use K9 Leads › QuickBooks: connect again.

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Questions? Call or text 817-223-2768 or email k9moldguide@gmail.com.
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