1. Log in to Tofu
Website app.gotofu.com
Enter your credentials.
Make sure your organization name is visible at the top of the dashboard.
2. Select Entity and Access Integration Settings
Click on the Entity (Client Org) you want to integrate
Go to the Settings menu (top right corner)
Click on the Integration tab
3. Add QuickBooks Integration
Click Add Integration
Choose QuickBooks from the list
Click Connect to begin the setup
4. Sign in to QuickBooks
If prompted, log in to your QuickBooks account
Select the correct account you want to link with Tofu
5. Select Your Company File
Use the dropdown to select your company file
Click Next
Note: Admin access is required to proceed.
6. Enable Auto Sync and Self-Prompt
Enable Auto- Publish/Auto-Import to enable automatic syncing between QuickBooks and Tofu
For more details for auto-publish and auto-import, see Understanding Auto-Publish & Auto-Import in Tofu
(Recommended) Enable Self-Prompt to allow Tofu to learn from past entries and build a smarter knowledge base for future processing
7. Activate the Integration
Once you click Activate, you're all set! Tofu is now connected to QuickBooks.
