Quickbooks Integration
Business advisory
Business and cash forecasting, simplified
Create detailed forecasts in minutes, not hours and create scale across your advisory
QuickBooks Integration
You're just a few steps from connecting your QuickBooks file
QuickBooks is world-leading online accounting software built for small business.
And now, business reporting, valuation, and forecasting are just a few seconds away
01.
Connect
Connecting 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
02.
Authenticate via QuickBooks
Follow the normal login processes for your QuickBooks. Then when prompted, select the company you want to integrate with Jazoodle.
03.
View Your Data
You'll then see a progress wheel as we assess your QuickBooks report data and integrate this into Jazoodle. Please note, after your dashboard is visible, we'll bring into Jazoodle up to 2 more year's data
04.
Updating Your Data
Your data is automatically updated every month, however, if you wish to re import data or add additional years, you can always re-import additional years data into your dashboard. Just click on the "IMPORT" link and chose the year you wish to import.
05.
If You Want To Disconnect
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 from QuickBooks merely means that your data is not updated in future automatic data refreshes.
2) Delete from Jazoodle – 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
