Part 1 of 4: Instructions for enabling the integration between EBIS 5 and QBO
Pre-Requisites:
- Submit ticket to support@datcomedia.com to request the QBO integration be activated in your EBIS 5 instance
- QBO account with admin level access (for authorizing/linking accounts)
- EBIS 5 Account with Advanced User Access
Enable Admin QuickBooks Setting in EBIS 5 Config Settings
First, enable the Admin QuickBooks setting in EBIS 5 Configuration Settings (Config 
> Admin > User Profiles > (Administrator) > Admin QuickBooks) using an Admin/Advanced Access User Profile. This will allow any user account assigned to the Administrator User Profile to authenticate and sync QuickBooks records.
Enable QBO Integration in EBIS 5
Next, enable the QBO integration in EBIS 5 using an Advanced Access user account by toggling on Integration Enabled and, if needed, entering a Start Date for the integration (Config > Config (under QuickBooks section in the sidebar) > General Tab)
Note regarding Start Date: Records edited prior to this date will not be brought over to QBO from EBIS 5 unless another record is dependent on it.
Authorize the QBO/EBIS 5 Integration
Now, to authorize the QuickBooks Online account to EBIS 5, select the yellow Authorize button (Config > QuickBooks General > Authorize). This will open a new tab and require a login to QBO with an admin-level profile to link.
Once the accounts have been successfully linked, the Authorization Expires date will display, as well as the option to Reauthorize and Revoke Authorization, as shown in the screenshot below.
Next up: General QBO Configuration Options within EBIS 5
For Part 2, we'll walk you through the General Configuration Settings within EBIS 5 for the QBO integration.