Connecting to QuickBooks

1. Open the Clarity Report for your company, or any cash flow page, and click Connect to QuickBooks on the QuickBooks bar.
2. Sign in to QuickBooks if asked, choose the company and click Connect.
3. You come back to the app and your numbers come in. If you have bank or credit card accounts, the app asks where each one goes in your cash flow forecast, then a short progress line walks you through setting up your forecast.

• Your company's name, currency and financial year, and your chart of accounts.
• Monthly profit and loss and balance sheet figures from the start of your financial year two years ago.
• Bank and credit card transactions for the last 12 months, then every new one on each sync. Payments are sorted using the coding on the invoice or bill they paid.

The app only reads. It never changes anything in QuickBooks. Your QuickBooks company must use the same currency as your company in the app; bank accounts in other currencies are left out of the cash flow forecast.

Your numbers update every night between 1am and 6am (Sydney time). The QuickBooks bar shows when they last updated. Click Sync now to update them straight away.

Click Disconnect from QuickBooks on the QuickBooks bar and confirm, or disconnect The Profit Analyst from your connected apps inside QuickBooks. Your figures stay in the app; they just stop updating. If you disconnect inside QuickBooks, the QuickBooks bar shows QuickBooks disconnected; click Reconnect to QuickBooks to connect again.

• The QuickBooks bar says what went wrong and what to do next.
• Only a QuickBooks admin can connect an app. If you can't choose your company on QuickBooks' screen, ask your QuickBooks admin to connect it, or to make you an admin.
• If your company is in a group in the app and QuickBooks uses a different financial year, the sync stops and says so. Take the company out of the group, sync, then add it back.
• Still stuck? Email support@theprofitanalyst.com.