Setup FinBoard

There are 2 components to FinBoard - web application and Google sheets extension
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FinBoard web application enables users to

1. Connect and disconnect QuickBooks companies

2. Get a bird eye view of the created reports for each company.

3. Manage user access

4. Create a group company and manage the consolidation settings.

5. Restructure and rename chart of accounts for financial reporting

FinBoard plugin enables users to

1. Connect and Disconnect QuickBooks companies

2. Create a QuickBooks reports in Google Sheets

3. Refresh the reports data

4. Configure a report to auto-refresh

Accessing the FinBoard Web Application

To access the FinBoard app:

1. Go to the FinBoard website – app.finboard.ai.

2. Sign up or log in using your QuickBooks email address.

3. You will be redirected to the FinBoard dashboard.

Alternatively, you can access FinBoard through QuickBooks:

1. Log in to your QuickBooks account.

2. Navigate to the FinBoard application listed in the QuickBooks App Store (available in the United States, Australia, and Canada).

3. Click on “Get App.”

4. You will be logged in to the FinBoard dashboard.

Installing the FinBoard Plugin

To install the FinBoard Google Sheets extension:

1. Open Google Sheets.

2. Go to Extensions > Add-ons > Get add-ons OR install the application directly from this Google Workspace link.

3. Authorize access and start using FinBoard within Google Sheets.

FinBoard will be added as an add-on to your Google Sheets account. You can access it via the Extensions tab in the top menu bar of Google Sheets.