QuickBooks Online

In order to track and analyze your finances and provide you an at-a-glance dashboard of your finances, your team needs access to your existing accounts. Follow the instructions below from QuickBooks Online to allow inDinero to download your account activity. 

Instructions

1. Sign in to QuickBooks Online.
2. Click the gear icon, and then Manage Users.
3. Go to the accountants section and click Invite Accountant.
4. Enter the following information:
• Email Address
  yourcompanyname@indinero.com
  (e.g. if your company name is Evolve Enterprises, the email will be evolveenterprises@indinero.com)
• First Name
  inDinero
• Last Name
  Finance Team
5. Your inDinero team will receive an email that contains a link for signing into your company.
6. Until your inDinero team signs in, their status will remain as Invited on the Manage Users page. After accepting the invitation, their status changes to Active.
7. Click Next, and then Finish.
8. Email your dedicated service team to let them know the process is complete, and they can take over the sync process from there.