QuickBooks Online Integration Setup Guide

QuickBooks Online Integration Setup Guide

Connect your account in just a few minutes.

Before you start

✓ An active QuickBooks Online account (Simple Start, Essentials, Plus, or Advanced)
✓ Admin access in QuickBooks
✓ Owner/Admin permissions in Lessen Pro

Step 1: Configure Sales Tax in QuickBooks Online

⚠ Note: If you are in a 0% sales tax state, skip ahead to Step 2: Connect QuickBooks Online.
1A

Create or Verify a Sales Tax Rate in QuickBooks Online

Open Sales Tax Settings in QBO

  • Log into QuickBooks Online
  • Go to Taxes → Sales Tax

Set up or edit sales tax

  • If not set up: click Set up sales tax and confirm your business address and suggested rates
  • If already set up: click Edit sales tax (or the gear icon), then open the relevant tax agency

Create or verify the tax rate

  • Review existing rates or click Add rate / Add custom rate
  • Enter the tax rate name and percentage, then Save
1B

Match the Tax Rate in Lessen Pro

Create a tax rate in Lessen Pro

  • Log in to Lessen Pro and navigate to Business Settings
  • From Company details, select + New tax rate
  • Copy the tax rate name exactly as shown in QuickBooks
  • Copy the tax rate value (%) exactly as shown in QuickBooks
⚠ Important: The name must match exactly in Lessen Pro — spelling, spacing, and capitalization all matter. Mismatches will cause tax sync failure.

If your business operates in multiple tax districts, repeat the above steps for each district.


Step 2: Connect QuickBooks Online

2A

Navigate to Integrations

  • Log in to Lessen Pro
  • Go to Business Settings → My Applications
  • Select QuickBooks
  • Click Connect

2B

Log in to QuickBooks

  • You'll be redirected to Intuit (QuickBooks)
  • Sign in using your QuickBooks Admin credentials
  • If prompted, select the company file you want to connect
💡 Tip: If you manage multiple QuickBooks companies, double-check you're selecting the correct one.
2C

Authorize the Connection

  • Review the permissions request
  • Click Authorize / Connect
  • You'll be redirected back to Lessen Pro once successful
✓

You're now connected! Your QuickBooks Online and Lessen Pro accounts are linked and ready to sync.

Questions or issues?

Email us at support@lessenpro.com


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