In order to use your QuickBooks Online company in Flash Reports it must first be connected.
Only one user can connect the QuickBooks Online company. If additional users require access to the company in Flash Reports, you can give them access to the connection using the "Sharing" button.
On the Company Connections screens you can see:
- Which companies you have connected.
- The company connections that you have shared with others.
- The company connections that have been shared with you.
Connect a Company
In order to connect a QuickBooks company proceed as follows:
- Click the "Connect to QuickBooks" button.
- A window will open which will navigate to the QuickBooks page where companies can be connected to a 3rd party App.
- Choose the company from the dropdown list and follow the prompts.
- The company will be connected and it's information will be loaded into the Flash Reports session.
Disconnect a Company
In order to disconnect a company simply click the "Disconnect" button on that company in the list. A message will be transmitted to QuickBooks and the company will be disconnected from the Flash Reports App.
Please note this will remove the company completely from Flash Reports and from any other users that you have shared the company with.
Add Users / Share a Company
If multiple users will require access to a QuickBooks company inside Flash Reports, proceed as follows:
- We recommend that one user in the organization becomes the Flash Reports administrator. We will use this user's email address to link the Flash Reports subscription for billing purposes. This user should follow the instructions above to initially connect the companies.
- Once the company is connected, obtain the email address that is linked to the QuickBooks (Intuit) user account that you would like to share the connection with. If there is any doubt, first ask them to log in here and verify the email address. The process will not work unless the correct email address is used.
- Click the "Share" button on the company in the list that you would like to share.
- Enter the email address and click "Ok".
- The user should then follow the instructions to install the Flash Reports Add-In (if they have not done so already), and then log in to Flash Reports with their QuickBooks user.
- If everything has worked correctly the login will proceed and the company information will be loaded into the Flash Reports session.
- If that user navigates to the Company Connections screen they will see all the companies that are shared with them in the list.
- If you receive a message that a subscription cannot be found for the users' email address, take note of that email and confirm if it was the one used above.
- If you need to share companies with many users you can utilize the "Advanced Sharing" functionality to easily manage sharing many companies with many users.