Requirements
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Your client must grant you direct access to their company in QuickBooks Online by creating an admin or accounting firm user account.
- Confirm that you can access the correct company using the account and login credentials.
Data Collection & Direct Connection
1. Start a new data collection from the workspace.
2. Select Connect to accounting system and click Next.
3. Choose Connect directly on the right as the connection method and click Next.
4. Choose your collection parameters and click Next.
- Collect data through: Defaults to the current date, but you can click on the arrow at the far-right of the field to choose a previous month, day, and year. Use this to specify the end of the period for your collected data.
- Collection period: Defaults to collect the fiscal year to date plus 2 more fiscal years. Use the up/down arrows at the far-right of the field to change the number of additional fiscal years, or choose the Fiscal year to date only option, if applicable.
- Basis of accounting: Choose between Accrual (default) or Cash. For QuickBooks connections, we do not recommend using cash unless you know QuickBooks is configured to support it.
- Anonymize customers and vendors: If you prefer to anonymize your customer and vendor data, select this option.
5. Confirm and/or update the types of data you want to include in your collection (i.e., Financial Statements, Transactions, Accounts Payable, and Accounts Receivable). All options are selected by default.
💡 TIP
You can choose to include or not include financial statements and/or transactions, especially if the company you are connecting to has a large volume of data that may slow down workbook production.
6. Click Next.
7. Select QuickBooks.
8. Click Connect to go to the QuickBooks Online login page.
9. Enter your login credentials and click Sign in.
REMINDER
Make sure you are using the login credentials for the correct QuickBooks company. The account must have admin or accounting firm user permissions.
10. Ensure that the Install for your firm checkbox is not selected.
Next Steps
The workspace list will show that the import is in progress.
Once completed, you will see a success message and a link to the appropriate collection details page where you can download the completed workbook(s).
