There are two methods to connect to QuickBooks Online: one is for Admins, and the other is for Basic Users. Both are covered below.

For Admins: Connecting QuickBooks Online

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Objective

This guide outlines the steps for admins to connect Fran Metrics to QuickBooks Online, ensuring proper data integration between the two platforms.

Key Steps

Step 1: Verify Admin Permissions

• Ensure you are an admin of both Fran Metrics and QuickBooks Online.
• Basic users can connect if given permission, but must still be QuickBooks Online admins. They must follow the Basic User steps below.

Step 2: Access Settings in Fran Metrics

• Log in to Fran Metrics.
• Click the paper and pencil icon to the right of your logo to open organization settings in the left-hand toolbar.

Step 3: Locate P&L Status Section

• Scroll down and open the Unit Configuration setting folder.
• Open the P&L data subfolder.
• Click the P&L Status button to populate your unit locations.

Step 4: Connect to QuickBooks Online

• Look for the Connect to QuickBooks button next to the location you are trying to connect to.
• Click the button to initiate the connection.