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When to use this — you sell through Shopify, Stripe or QuickBooks Online and want HOST to receive the data automatically; or a connected source shows Data sync not enabled, Sandbox, or has been disconnected.

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Before you start

• [ ] You're a managed-filing client and a Manager of the organization (only managers connect or remove sources)
• [ ] Shopify: admin access to create a custom app, and your store's .myshopify name
• [ ] Stripe: permission to install apps on the Stripe account
• [ ] QuickBooks Online: an admin login for the company file (your live company, not a sandbox)

Steps — Shopify

1. Sidebar → Compliance → Integrations → Connect on the Shopify tile.
2. Enter the Store URL (the part before .myshopify.com).
3. In Shopify admin, create a custom app with the read scopes listed under the field (watch the embedded video), then paste the Client ID and Client secret.
4. Click Verify Connection. Wait for "Shopify store connected."

Steps — Stripe

1. Click Connect on the Stripe tile; the Hands Off Sales Tax app opens on the Stripe marketplace.
2. Install it into your Stripe account and turn on data sync.
3. Return to Integrations. The account appears under Connected sources within a few minutes.

Steps — QuickBooks Online

1. Click Connect to QuickBooks.
2. Sign in at Intuit, choose the company, and approve.
3. Back on Integrations you'll see "QuickBooks connected." Repeat with Add another company for more.