The first step is to log into QuickBooks® Online and give ClubExpress permission to access your account. This required process also tells the system that communications between ClubExpress and QBO are legitimate and approved.
When you click the Connect to QuickBooks® Online button, you will see an Intuit dialog box to enter your login name and password. Note that this authorization is valid for 100 days. If you export your data within that time, you will not be prompted to log in again. The authorization will be renewed for an additional 100 days from the new export date and time.
Once you have connected, you will see the following Intuit screen:
You may also receive a confirmation email from Intuit that you have connected to QBO from the ClubExpress “App”.
When you have successfully connected your QBO account with ClubExpress, you will see the following screen: