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Sign up with your Quickbooks Online account, there’s no need for two sign ups with Jazoodle and QuickBooks. Then simply click on integrate with QuickBooks to get started and in less than 70 seconds, your business health score is there before your very eyes .
Here’s what Jazoodle can do for you:
Jazoodle integrates via the secure Intuit QuickBooks API. Jazoodle only requires read access to your QuickBooks file. This is what we integrate.
Connecting Intuit QuickBooks to Jazoodle is very simple, and involves just a few quick steps. If you do not want to sign up with your QuickBooks login, then simply click Add Company from your main dashboard
Then click on the QuickBooks button
The QuickBooks login then appears and you should log into Quickbooks as you normally would, including any two factor authentication you use
If you have access to multiple QuickBooks organisations, then you should then select the organisation you wish to connect to Jazoodle
Enter the average number of employees in your company for the current and last financial years. This is for some of the calculations coming later. Hit continue and then click the “Download chart of accounts” button to get started.
Once completed, the button turns green and you should click the button underneath to bring this year’s information into Jazoodle. Follow the prompts and download the two year’s of data and then your dashboard is ready for viewing
Should you wish to disconnect your Quickbooks business from Jazoodle, we’ve made this super simple too! Jazoodle gives you two options for this:
1) Disconnect from Quickbooks file – disconnecting in the Jazoodle app will disconnect your QuickBooks link and will delete your data.
2) Disconnect from Jazoodle within the QuickBooks app store or application – clicking this will both disconnect your connection to QuickBooks for the company AND also deletes your data from the Jazoodle system. Should you wish to reconnect to Jazoodle, you can then simply click “Add Company” in your main Jazoodle dashboard
Jazoodle Business Health is free for all individual SMEs and Not For Profit Organisations. If you wish to connect more than one company, our standard pricing applies or you are an accountant or professional business advisor, please see our pricing page for more info
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