How to Sync Account from QuickBooks to XTEN-AV?

From the dashboard, navigate to the Settings option located in the top-right corner under your profile section.

You will be redirected to the Settings page.
From there, click on the Integrations option and then select QuickBooks. A dropdown menu will appear—click on the Accounts option.
Below that, you will find the Pull Accounts button. Please click on it to proceed.

A pop-up window will appear displaying the list of accounts from QuickBooks account.
Please select the desired contacts by checking the corresponding boxes, and then click on the Submit button to proceed.

Click on the Sync Contact button.
Once clicked, all the selected contacts from your QuickBooks account will be synced and become visible in your XTENAV account.

Updated on: 08/28/2026

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