RealSynch Business Intelligence

Connecting Quickbooks to RealSynch BI

Jenny
Jenny

 


This integration gives you a full picture of your company’s financial data and your Follow Up Boss performance metrics all in one place.

 

 

  • Click add new apps

 

  • Choose Quickbooks Online then hit proceed

 

  • Click Connect 

 

  • Sign in using your QuickBooks Online credentials

 

  • Another option to connect Quickbooks online is to go to Company Financials tab and click Connect Quickbooks

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  • After authorization process, go to Dashboard tab

 

 

  • Check your QuickBooks financial data under your Company Financials tab.
Jenny

Jenny

Jenny is a Client Onboarding Specialist at RealSynch with over three years of experience helping real estate teams get connected, set up, and seeing results. She works closely with clients through every step of the onboarding process and knows the platform inside and out. When a client has a question, Jenny's usually the one with the answer.