Integrate Reveal Field Scheduler with QuickBooks Online

There are two ways to integrate Reveal Field Scheduler with your QuickBooks Online account:

Integrate QuickBooks Online from Scheduler

  1. Go to Scheduler and click the Integrations icon. Screenshot_2022-04-01_at_09.24.54.png
  2. In the integrations panel, click START INTEGRATION
  3. To accept the terms and conditions, click I AGREE
  4. Wait a few minutes while the integration space is created. You are asked to connect to QuickBooks Online. To do this, click CONTINUE.
    If you closed the panel, click the red dot in the notification panel to proceed.
  5. You are brought to the Reveal Partner integrations page. Click CONNECT.
  6. In the Connect to QuickBooks Online dialog box, click Connect to QuickBooks.

    Screenshot_2022-04-01_at_14.01.36.png
  7. Enter your QuickBooks Online credentials and click Sign in.
    Once you have connected, Workato will appear under your connected apps in QuickBooks Online.

  8. To enable the invoice builder, click ENABLE. Reveal Field is now integrated with QuickBooks Online.

Integrate QuickBooks Online from Reveal Marketplace

  1. Go to Reveal Marketplace > Partner Integrations.
  2. Click the QuickBooks Online tile.
  3. On the QuickBooks integration page, click START INTEGRATION.
  4. To accept the terms and conditions, click I AGREE
  5. Wait a few minutes whilst the integration space is created. Then, click CONNECT.
  6. In the Connect to QuickBooks Online dialog box, click Connect to QuickBooks.
  7. Enter your QuickBooks Online credentials and click Sign in.
    Once you have connected, Workato will appear under your connected apps in QuickBooks Online.
  8. To enable the invoice builder, click ENABLE. Reveal Field is now integrated with QuickBooks Online.

Next, learn how to use QuickBooks Online to create an invoice.

Or read our guide on Troubleshooting QuickBooks Online Integration.




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