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How to Manage the Level/QuickBooks Online Integration

Overview:


Optimize your workday by allowing Level to sync with QuickBooks Online to make sure you are up-to-date on Level Bookkeeping Alerts.


Steps:


1. Open Settings from the left side menu.


2. Scroll to find the QuickBooks Online tab. Click to open the dropdown window.


3. The QuickBooks Status should show as Connected. To disconnect the Level/QBO sync, click on the "link" icon next to the status.


4. To sync (or un-sync) QuickBooks Online Customers with Level, ensure the toggle is set to the correct position.

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