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Share financial reports from QuickBooks Desktop through a secure URL for a Crunchafi Data Extraction collection.

If you've received a secure URL for Crunchafi Data Extraction, follow that link to access the Crunchafi Data Extraction Portal for your specific financial institution.

Select your accounting system

To share your financial reports from QuickBooks Desktop, click the button for QuickBooks Desktop.

Review the requested information

The next screen provides additional background information about Crunchafi Data Extraction and the process for sharing your financial information. Note: the specific dates to be shared are provided. Click Connect to QuickBooks Desktop to proceed.

Confirm connection choice

Click the green Connect to QuickBooks button to launch the Connect to QuickBooks Desktop guide. 

Connect to QuickBooks Desktop

The new window that opens includes three steps to complete the connection to QuickBooks Desktop. 

1. Download & Install Crunchafi (Strongbox) Connect

   Crunchafi (Strongbox) Connect only needs to be installed once. If an upgrade is available, you'll be notified.
   Note: If you have already installed the latest version of Crunchafi (Strongbox) Connect, you can skip this step.

   1. Download the install file using the Get Strongbox Connect button. 
      
   2. If QuickBooks is open, please close it before opening the install file.
   3. Find the file that was downloaded and open it in order to install the latest version of Strongbox Connect.
2. Open your QuickBooks company file as the admin user
   1. After Crunchafi (Strongbox) Connect has been installed, open your QuickBooks company file.
   2. Note: You must log in as the Admin user in order to approve access needed by Crunchafi Data Extraction to request the necessary reports.
3. Grant access to Crunchafi (Strongbox) Connect
   1. The first time you open a QuickBooks file as the Admin user, QuickBooks will prompt you to grant access to Crunchafi (Strongbox) Connect.
   2. Select Yes, whenever this QuickBooks company file is open.
   3. Also, select the checkbox Allow this application to access personal data such as social security numbers and customer credit card information.
      
      1. Note: Social security numbers and credit card numbers are NOT collected. This setting allows you to share high-level payroll information with Strongbox.
      
   4. Choose Continue to confirm your choice.
   5. On the Access Confirmation dialogue box, click Done
      
4. Share with Crunchafi Data Extraction
   1. After approving the permissions, keep the QuickBooks file open and return to the Strongbox instructions window to press the Connect to Crunchafi (Strongbox) button.
      

When the connection starts, you will see a progress meter appear in the lower-right of your screen.

The Crunchafi Data Extraction portal web page will also provide a progress bar and status updates.

Congratulations!

The original Crunchafi Data Extraction Portal window will announce when the collection is complete. You've successfully collected reports from QuickBooks Desktop for Windows!

Your financial institution may give you an opportunity to upload additional documents or download a copy of the submitted reports.