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All Data Extraction Resources Articles

Articles specifically created for users of Crunchafi Data Extraction.

Strongbox Training Sessions

Which accounting systems connect with Strongbox?

Managing Users

Managing User Roles

Adding a New User to the Strongbox Portal

User Permissions and Roles in the Strongbox Portal

Removing Strongbox Users

Resending a user invitation

Workspaces

Managing Workspace Access

Creating a New Data Collection

Creating a new Workspace

Connection: MYOB

Connecting to MYOB Through a Shared Secure URL

Connecting Directly to MYOB

Connection: Oracle NetSuite

Viewing and Revoking stored Oracle NetSuite Tokens

Connecting to NetSuite through a Shared Secure URL

Configuring NetSuite services for Strongbox Connections

Connection: QuickBooks Desktop

Sharing QuickBooks Desktop company files

How to confirm your QuickBooks Desktop user is the Admin Account

Troubleshooting steps for when the "Share With Strongbox" button is inactive

Updating the Strongbox Connect Application

How to Remove Strongbox Connect

Connecting to QuickBooks Desktop through a shared Secure URL

Connect Directly to QuickBooks Desktop

Connection: QuickBooks Online

How to confirm your QuickBooks Online account has the required permissions to connect to Strongbox

Connecting to QuickBooks Online through a shared Secure URL

Connecting Directly to QuickBooks Online

Connection: Sage Intacct

Creating Web Service credentials in Sage Intacct using the Role-based Permission Type

Missing QuickStart Category Error when Connecting with Sage Intacct

Creating Web Service credentials in Sage Intacct using the User-based Permission Type

Connecting to Sage Intacct through a shared Secure URL

Disconnect

Disconnect Active QuickBooks Online Connections through the QBO interface

Disconnect Active Connections through the Strongbox Portal

Disconnect Active Xero Connections

Disconnect Active Sage Intacct Connections

Disconnecting and Revoking Active MYOB Connections

Release Notes

Workbook Output Updates February 2024