Basil: Can I import and merge clients through QuickBooks Online?

This article is intended users under the Basil Advanced plan. Basil Simple users can refer to this article.

Yes, please reach out to Basil Support to have QuickBooks Online enabled on your account first. Once enabled, go to your Profile (https://basil.coraltreetech.com/settings) and go to Invoice Settings. Set the toggle to 'Enable' and follow the subsequent prompts.

Once enabled, when you go to the People tab of Basil, you will see a QBO button at the top-right which you can use to merge and import your list of clients in QuickBooks Online.