The result: your AI assistant is connected, your first company has synced, and you have checked the company before starting a posting job.
Before you start
You need an email address for signing in, access to the AI client you plan to use, and permission to authorize the QuickBooks Online company in Intuit. If a colleague controls one of those accounts, arrange for them to complete its consent screen. The Get started page guides you through the connections. Connect the AI client first; the QuickBooks step becomes available after that connection is ready.1. Create the workspace
Start a firm workspace, or start for your own company. Sign in through Google, Microsoft, or Intuit and name the workspace. The first account becomes its owner.2. Connect your AI client
On Get started, choose the client you use. Follow the install link or command supplied by Zeno. Your client opens a browser consent screen; approve it while signed in to the Zeno console. When the connection succeeds, Get started names the client and opens the QuickBooks step. If consent finished in a different tab, return to the Zeno tab; it checks for the new connection automatically. If your client is not listed or the connection does not finish, use Connect your AI assistant.3. Connect QuickBooks Online
Choose Connect to QuickBooks, sign in to Intuit, and select the company. Check the company name before authorizing access. Intuit returns you to Clients, where the first sync reports its progress. You can leave the page while it runs. Wait for it to finish before asking your assistant to inspect the imported books.4. Check the company
Open First look beside the company. Read the items Zeno suggests checking and review any draft client knowledge. Confirm a draft only if it is correct; unconfirmed drafts do not guide later work. Then ask your assistant a question you can verify:Show me the connected company name and its bank and credit-card accounts. Do not change anything in QuickBooks.Compare the result with the company you intended to connect. If the company or data looks wrong, check connections and sync status before preparing any entries.
Bring in your colleagues
An owner invites colleagues under Settings → Team. Operators have approval rights; members can prepare bookkeeping work without approving it. Use the cardholder role for people who only need their own company-card claims. Limit client access where needed. See People and roles.Start with one job
Work a bank statement
Import a small statement and check the proposed coding before posting.
Process a bill or receipt
Add the document to the inbox and prepare a plan from its evidence.