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.
Requirements:
To share your financial reports click the button for QuickBooks Online.
The next screen provides additional background information about Crunchafi Data Extraction and the process for sharing your financial information. Click Continue to proceed.
Click the Connect to QuickBooks button to launch the QuickBooks Online login screen.
In the official Intuit Sign In window, provide the Email (or user ID) and Password for an Admin account with access to the correct QuickBooks company.
When the connection starts, the portal will provide a progress bar and status updates.
The Crunchafi Data Extraction Portal window will announce when the collection is complete. You've successfully collected reports from QuickBooks Online!
Your financial institution may give you an opportunity to upload additional documents or download a copy of the submitted reports.
