Connecting Quickbooks to RealSynch BI

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

• Log in to your RealSynch BI account using this link: client.realsynch.com
• Navigate to Apps 

• 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

• After authorization process, go to Dashboard tab

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