Strongbox Portal subscribers have ability to connect directly to QuickBooks Online using an Admin or Accounting Firm User account.
Requirements:
- The target client must create an Admin or Accounting Firm User account in their QuickBooks Online Company.
- These account types are required to approve connection to Strongbox.
- Confirm that you can access the correct company using that account.
Create Data Collection
First configure your desired options for the data collection. Make sure you have selected the radio button to Connect directly, and then click the Save + Continue button at the bottom of the dialog box.
Select your accounting system
To share your financial reports click the button for QuickBooks Online.
Confirm connection choice
Click the green Connect to QuickBooks button to launch the QuickBooks Online login screen.
Sign In to QuickBooks Online
In the official Intuit Sign In window, provide the Email (or user ID) and Password for your account with access to the correct QuickBooks company.
Note: as outline above, the account must be either and Admin user or and Accounting Firm User.
Collecting the financial reports
On the Strongbox Portal Workspace list you'll also see an indication of an import in progress.
Congratulations!
You've successfully collected reports from QuickBooks Online!
When the Data Collection is complete, the portal will update with a success message which includes a link to the appropriate collection where you can download the completed workbook.
