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Integration
Connect QuickBooks Online
The Trifecta Farms ERP connects to your QuickBooks Online account to sync invoices, track payments, and keep customer records aligned across both systems.
Steps to Connect
- Open the Trifecta Farms ERP application on your computer.
- Navigate to Admin > QuickBooks Integration.
- Click "Connect to QuickBooks".
- Sign in to your QuickBooks account and authorize the Trifecta Farms application.
The connection is managed locally through the desktop application. Once authorized, the ERP will securely store your QuickBooks credentials and begin syncing data according to your configured schedule.