🔗 Create a New Connection
To get started, expand the QuickBooks Online configuration on the Integrations page. You will see a Connect to QuickBooks button.
Clicking this will start the setup process to link your account.
🔐 Login & Authorize
When prompted, sign in to your QuickBooks Online account and review the authorization message for connecting to FinDaily. Once ready, click the Connect button to finish the authorization process.
💾 Choose Data to Sync
FinDaily will only pull the data you want to use in your email templates.
Once connected, you can toggle various options to sync the data you want to share in the email templates.
| Option | Description |
|---|---|
Unpaid Invoices | All Unpaid Invoices in your QuickBooks Account |
Unpaid Bills | All Unpaid Bills in your QuickBooks Account |
Customers with a Balance | All Customer records that still have a balance |
Accounts | Select specific account records to sync, including their balance |
Customers | Select specific customer records to sync, including their balance |
Click Update once you have selected the desired options to save the configuration. Then you're good to go 🎉
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