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Add company

V
Written by Vaishnav Gupta
Updated over 4 months ago

You need to connect a QuickBooks company with FinBoard to be able to create reports. A company can be added either from web application or via plugin

From web application:

1. Go to the company drop down list

2. Click on "+New Company"
3. Click "Connect to QuickBooks"

3. Complete the authorisation flow




From plugin:

1. Click on "+" icon
2. Click "Connect to QuickBooks"

3 Complete the authorisation flow





Use the above flow to add multiple companies one-by-one.

Once added, companies would stay connected unless you chose to disconnect them.
Please note that reports won't refresh data if the company is disconnected. Also, under no circumstances would FinBoard delete the reports that are already created in your account.

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