Connect With An Existing Software Solution

Introduction

Connecting MobiWork with accounting software like Sage One or QuickBooks allows you to sync your already existing customers, products, and services, into MobiWork (saving time and effort when adding new items).

For more information and instructions about the different softwares that MobiWork can connect to, the connector touch points, push/pull capabilities, and how to set up a specific connector, please see the Connectors Framework page.

Table of Contents

Connecting to QuickBooks Online

Overview Video

Step by Step

In the top right corner of your screen, from your User Actions menu drop-down, choose Settings:

Click the Connectors tab:

Click the Plus Sign:

Click the Add Connector button next to QuickBooks Online option:

Click Connect to QuickBooks:

On the next page, enter your QuickBooks Online Email/User ID and Password to Sign In:

You may be asked to authenticate your login through email or text:

If the connection is successful, you'll be met with a screen showing MobiWork has been authorized to connect with QuickBooks:

If you are unable to obtain a successful connection, please create a support ticket or contact the Customer Success Team at the email address listed above.

Connecting to Sage One

Overview Video

Step by Step

In the top right corner of your screen, from your User Actions menu drop-down, choose Settings:

Click the Connectors tab:

Click the Plus Sign:

Click the Add Connector button next to Sage One option:

On the resulting MobiWork page, enter your Sage One UserName and Password, and click Save:

After processing, the next screen will have you confirm your Company Name in the provided Company ID drop-down field. Select the correct value and click Save again:

If the connection is successful, you'll be met with a screen showing MobiWork has been authorized to connect with Sage One:

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!