How easy is the QuickBooks Online Add-on set-up process?

The one-time set-up process takes less than 5 minutes. Simply follow the step-by step directions outlined in our Set Up Guide to link your QuickBooks Online bank accounts to your DPX checking accounts. Once that's done, all QuickBooks Online users that can pay bills or write checks will also be able to send eChecks.

NOTE: the person using the app to connect QuickBooks Online and DPX accounts needs proper permission levels. They must be both an Administrator on the QuickBooks company file(s) as well as the Owner of the DPX checking account(s) being linked.

IMPORTANT: Before you use the guide, you must allow API access on your DPX user profile.  Follow these steps to do so.

Click on the PDF below for instructions.