In this article, we'll explore how to connect QuickBooks and Finofo to enable data flow, allowing you to import your beneficiaries and bills from QuickBooks to Finofo's platform.
Navigate to Settings in the left dashboard and locate the Accounting section at the top of the page to access your Finofo account settings.
Click Accounting to open the integration portal where Finofo and QuickBooks will be connected, allowing seamless data synchronization between both platforms.
Log in to your QuickBooks account.
Provide the necessary authentication and permissions to securely connect your QuickBooks account with Finofo.
Once complete, you'll see a confirmation screen on your Finofo platform indicating successful integration with QuickBooks.
On the 'Accounting' tab, you can check the status of the integration.
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