1. First, log in to your Quickbooks account

  2. Once logged in, click 'Banking' on the left-hand side menu and then click 'Link Account' on the top right

  3. Search for 'Vergo' and select Vergo (the one with the orange icon)

  4. Login using the phone number associated with your account


  5. Follow the next steps from Quickbooks and when asked which accounts from Vergo you want to connect select all

If you run into any difficulties, please email us at support@getvergo.com and we'll be happy to assist!

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