VIDEO LIST

Connecting QuickBooks to my Fran Metrics unit (For NON-ADMINS)

If you do not see the button to connect your QuickBooks, please let your administrator know so you can be granted access! If the QuickBooks connection window does not appear, make sure you do not have an active pop-up blocker active.   

Connecting QuickBooks for Admins

Branding, Logos & Customizations

Reporting Setup

Understanding Data Points and KPIS

KPI Settings

KPI and User Group Settings V2

KPI Goal Setting V2

Other report settings & defaults

Unit level settings (NOT MAPPING)

Subsets & Segmentation

Unit level QuickBooks Online mapping

Adding New Units or locations

Adding New Users V2

Setting up Evaluations - Site Visits