Connecting QuickBooks
Connect QuickBooks
Section titled “Connect QuickBooks”Open the private authorization control and select the correct company. Your QuickBooks permissions control which records ufo can use.
What ufo can do
Section titled “What ufo can do”- Read invoices, expenses, customers, vendors, and accounting reports.
- Reconcile selected records with spreadsheets or billing systems.
- Make supported changes only when requested.
State the company, accounting period, currency, basis, and whether writes are allowed.
Prepare an accounts receivable report as of today. Group overdue invoices by customer and age. Do not send reminders or change QuickBooks.
Fix QuickBooks access
Section titled “Fix QuickBooks access”Confirm that the connected account can open the selected company. Reconnect when the grant expires or the company changes. State whether a report must use cash or accrual basis.
See Analyze data.