When you're setting up your first workflow with QuickBooks, you'll need to authenticate MESA with QuickBooks.

Click on the Connect with QuickBooks button.

Afterward, you can re-use the newly created credential and select it for your future workflows!

If you connect Quickbooks with a MESA trigger, you must enter your Quickbook's Company ID.

To locate your Company ID, log in to the Quickbooks dashboard and click on the gear icon (Settings).

Under Profile, click on Subscriptions and billing.

Then, copy the numbers next to the Company ID and paste it into your Quickbooks Trigger.

After pasting, please remove any spaces before, after, and in the middle of the numbers. Then, Save your workflow.

👋 Still have questions? If you need any help with configuring your workflow, email us at contact@getmesa.com. Our Customer Success team will be happy to help!

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