• Getting started with QuickBooks

  Integrating QuickBooks with Easy Month End is simple. You will need to follow a few simple steps to connect your QuickBooks organisation(s) to Easy Month End. You will only need to perform this process once as after you are connected your organisaiton(s) will stay connected your data will be refreshed automatically twice per day, or when you manually refresh data. Note: You will need to be an admin in QuickBooks to add your QuickBooks organisation to Easy Month End. To connect your QuFew readers

• FAQs about your QuickBooks connection

  Q. Can I leave a review of the software or service I received? A. Yes, you can leave a review on the QuickBooks app store and help other finance teams take the pain out of month end. Q. What happens to my data in Easy Month End if I end my QuickBooks subscription A. If you end your subscription to QuickBooks, the automatic connection to Easy Month End is broken, meaning no additional data is brought in. All existing data in Easy Month End will remain unless you otherwise deleteFew readers

• Refresh your Balance Sheet from QuickBooks

  Your connection will refresh every 12 hours on its own, however if you need updated balance sheet figures now, you can run a manual sync between QuickBooks and Easy Month End at any time. Navigate to Settings --Connections and then select the option for manage connection under the QuickBooks icon Select the Options symbol (three dots) to the right of the entity you wish to refreshFew readers

• Linking your QuickBooks organizations to your Easy Month End companies

  Once you have connected your QuickBooks Organisations to Easy Month End, you can link them to Easy Month End entities. If your QuickBooks Organisation and Entity in Easy Month End have the same name, Easy Month End will automatically link them. If not, you will need to manually link them by following the steps below. To manually link the entities in Easy Month End: Navigate to Settings --Entities (https://storage.crisp.chat/users/helpdesk/website/ecb963385dd6c800/imagezi2wlrFew readers

• Removing your QuickBooks connection

  You can disconnect your Quickbooks organisation from Easy Month End at any point in time. You can disconnect from either Easy Month End or inside Quickbooks. Disconnect your Quickbooks from Easy Month End In Settings --Connections, Select the three dots icon beside the entity you wish to disconnect from and then select the Remove access option Then confirm you want to remFew readers