---
title: QBO Starter Guide
description: When you first log in go to QuickBooks &gt; QuickBooks Sync    First thing you will want to do is click the “Connect to QuickBooks” link on the right side    In the popup box, enter your credentials and
---

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# QBO Starter Guide

When you first log in go to QuickBooks \> QuickBooks Sync

![](https://knowledge.teamkeeper.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-20210208094712-13.png?width=688&height=290&name=image-20210208094712-13.png)

 

First thing you will want to do is click the “Connect to QuickBooks” link on the right side

![](https://knowledge.teamkeeper.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-20210208094712-14.png?width=688&height=290&name=image-20210208094712-14.png)

 

In the popup box, enter your credentials and click “Sign In”

![](https://knowledge.teamkeeper.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-20210208094712-15.png?width=471&height=633&name=image-20210208094712-15.png)

 

Before connecting to your account, you will be asked to confirm (*This is an outdated image logo should say Teamkeeper not Clockwise*)

![](https://knowledge.teamkeeper.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-20210208094712-16.png?width=688&height=542&name=image-20210208094712-16.png)

Once you are connected, a confirmation message will appear at the top of the page

![](https://knowledge.teamkeeper.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-20210208094712-17.png?width=688&height=354&name=image-20210208094712-17.png)

 

Now you are ready to sync items from QuickBooks to TeamKeeper. Click the box next to one or more items to import from QuickBooks.

![](https://knowledge.teamkeeper.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-20210208094712-18.png?width=688&height=427&name=image-20210208094712-18.png)

After importing items to TeamKeeper, you will be taken to the Sync Log to view any additions.

![](https://knowledge.teamkeeper.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-20210208094712-19.png?width=688&height=204&name=image-20210208094712-19.png)

Usernames are firstname.lastname but there is no password assigned. You will need to go to Administrator \> Employee Management. Locate the employee that was just created by expanding the View All group or typing the employee’s name in the filter box.

![](https://knowledge.teamkeeper.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-20210208094712-20.png?width=688&height=342&name=image-20210208094712-20.png)

Click the employee’s name on the left side and enter a password

![](https://knowledge.teamkeeper.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-20210208094712-21.png?width=688&height=314&name=image-20210208094712-21.png)

 

To view synced data go to –

Employees: Administrator \> Employee Management

Customers: Accounting \> Charge Code Management

Service Items: Accounting \> Task Management

 

 

 

 

 

 

 

 

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