How do I connect an HOA management platform to QuickBooks Online?

Connecting your platform

HOALife integrates with QuickBooks Online via an API connection. To set it up, navigate to your HOALife admin panel, select Accounting Integration, and follow the prompts to authenticate your QuickBooks account. Once connected, your HOA dues and other financial transactions can flow into QuickBooks automatically.

Steps

• Authenticate: Provide your QuickBooks credentials when prompted.
• Map accounts: Assign HOALife transaction types to the appropriate QuickBooks ledger accounts.
• Sync: Enable automatic or manual syncing, depending on your preference.

Benefits

This integration saves time, reduces manual entry, and ensures consistency between your management portal and accounting system.