If you have more than one organisation you’d like to connect (if you have multiple entities, or if you are an accountant or bookkeeper), you do this in the settings area.

Ensure you are on the Organisations and Data tab. If you can't see this you haven't been given permissions, so contact your administrator if you think this isn't correct and they can amend your permissions.

Hit the Add a new organisation button in the top right. You’ll then be taken through the simple steps to:

First, name the organisation.

Then you'll be presented with the product you want to activate first (you can activate alternate products once this product’s initial sync has taken place, as different data is required for Predict and Flow)

Choose the integration (Xero or QuickBooks) then hit you're happy. You'll then be taken to the Xero or QuickBooks Online authorisation process, and then brought back to Futrli.

You’ll be notified by email when the sync has completed, but it can take as little as 10 minutes.

Subsequent syncs will happen automatically every 12 hours, so you don't need to worry about your data being up to date.

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