You can integrate Futrli with a company in QuickBooks Online. Once connected, Futrli pulls through data directly from the QuickBooks Online organisation for all Futrli forecasting and reporting.
📎NOTE: Futrli currently integrates with QuickBooks Online. Other QuickBooks integrations such as QuickBooks Desktop will be introduced in the future.
If you want to connect to QuickBooks Online, this is done as you add an organisation.
📌TIP: You can use our steps below or you can view our interactive walkthrough.
When you select Connect to QuickBooks you're then prompted to log in using your QuickBooks Online credentials. If you're already logged into QuickBooks you skip this step.
After you log in with your QuickBooks credentials, select the company or firm you want to integrate with, then click Next.
You're then redirected back to your Manage Organisations page where you see the new organisation and see that it is syncing.
When the initial sync is complete the sync status updates.
You also receive an email to confirm the sync is complete.