- 🔗 Create a New Connection
- 🔗 External User Creating a New Connection
- 🔐 Login & Authorize
- 💾 Choose Data to Sync
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🔗 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.
🔗 External User Creating a New Connection
If you do not have login access, you can create a Connection Portal for someone with login access from the Integrations or Connection pages.
Here is a video overview of creating a Connection Portal
You will see a portal link on the top of the Integrations page; clicking this will take you to the Connections page. Click the + New Portal button to create a portal that will give an external user a secure link to authorize a connection to a service on your behalf. Select the service you want them to connect. The Connection Name can be anything to describe the connection, but the smaller the better, as it will be the name of the Variable you will add to your email template. The following three items are used to create the email in the image to the right. Once you hit the Create button, you can send an email directly to the person or a copy and paste link to create your email. You can resend the email and get the link by clicking the PORTAL CREATED button on the Connections page. The red X under the Active Column on the Connections page will turn to a green checkmark once the person logs in using the portal.
🔐 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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