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1-01 Create a folder and connect it to QuickBooks Online
1-01 Create a folder and connect it to QuickBooks Online

Use folders for the companies that you manage. Each folder represents a company. Upload all the supplier invoices to the folder.

Jan Korecky avatar
Written by Jan Korecky
Updated over a week ago

1. Create a Folder

You can create as many Folders as you need. Just click on the " Add Folder" button and follow the instructions.

2. Connect your Folder to QuickBooks Online

If you did not connect a Folder to your QuickBooks Online or the Folder has been disconnected, it is easy to connect it to QuickBooks. You can connect the Folder from the My Folders Dashboard by clicking "Connect folder".

You can also connect the Folder while you browse it, by clicking the downward arrow of the Export button and choosing "Connect your accounting".
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This action will bring up the "QuickBooks Connect" button that you can click and follow the wizard to connect your folder to your QuickBooks company.

3. Connecting multiple folders to the same QuickBooks company

In Datamolino, you can also connect multiple folders to the same QuickBooks company. Usually, one folder should be used for one company. For larger companies, you can have one folder for each company location or each department, depending on your workflow.

To connect a new folder to the same QuickBooks company, just follow the steps described above.

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