If you didn’t link your QuickBooks account during the signup process, or if you signed up using an email address and want to connect your QuickBooks business account to activate the sync process, you can still connect your QuickBooks account later. Adam makes it easy to initiate the connection at any time from your dashboard. Here’s how to do it:
Step-by-Step: How to Connect QuickBooks After Signup
Go to the Sidebar Navigation
On the left-hand side of your dashboard, click on “Data Source.”
This is where Adam lists all external apps and platforms you can integrate with.
Find QuickBooks
Click the QuickBooks option directly from the list.
Or go to the Ask Adam page and click the QuickBooks icon there.
(This shortcut is helpful if you're already chatting with Adam.)
Access the Quick Setup Guide
You’ll be redirected to the Quick Setup Guide, a step-by-step flow where you can initiate the connection.
Click “Connect”
Hit the “Connect” button on the setup screen.
You’ll be taken to the secure QuickBooks login page, where you’ll need to log into the correct QuickBooks account you'd like to sync.
Authorize Adam to Access Your QuickBooks Account
Grant permissions to allow Adam to read and (if selected) write data.
This ensures proper syncing of your chart of accounts, transactions, and reports.
Your sync will begin automatically
Once you’re connected, Adam immediately begins syncing your QuickBooks data.
You’ll see confirmation on your dashboard.
📌 Note: For more information on how to sync records from QuickBooks to Adam, read the article on How to Sync Records from QuickBooks to Adam.