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. You integrate with QuickBooks Online when you add a new organisation.
When you first log in to Futrli, on the Organisations page, click Add new organisation.
If you're already within an organisation, click the organisation name in the top right, click Manage organisation, then click Add new organisation.
Next to QuickBooks Online, click Connect.
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 and shows as 'Synced'. You also receive an email to confirm the sync is complete.