Connecting QuickBooks Online to Podium

To add the QuickBooks Online App to your Podium Account:

  1. Login to your Podium account and click on the +Apps icon.  1.png
  2. From here you can select a location to set up an app for.  2.png
  3. Select the QuickBooks Online App from the Marketplace to begin the install process.  3.png
  4. After you click connect you can confirm the location you'd like to connect.  you can then continue the install process.  4.png
  5. From here you'll be able to grant the app access to your Podium data, enter required credentials, and enable additional functionality where applicable.  5.png
  6. You will then be asked to Grant Access to certain functionality for Contact Import & Syncing and Payment Writeback (runs every hour).  Podium invoice number must match QuickBooks Online.                                                                                                            6.png
  7. You will then be prompted to View Automations.  7.png
  8. From the Add Automations page, you can access our automation library where you can enable automated text messages triggered by the app.  8.png
  9. When you select an automation from our automation library you'll be prompted to review the automation details.  Click Activate to enable the automation.                                                                                                             9.png