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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