Configuration Videos
VIDEO LIST
VIDEO LIST
Connecting QuickBooks to my Fran Metrics unit (For NON-ADMINS)
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.  Â
Connecting QuickBooks for Admins
Connecting QuickBooks for Admins
Branding, Logos & Customizations
Branding, Logos & Customizations
Reporting Setup
Reporting Setup
Understanding Data Points and KPIS
Understanding Data Points and KPIS
KPI Settings
KPI Settings
KPI and User Group Settings V2
KPI and User Group Settings V2
Other report settings & defaults
Other report settings & defaults
Unit level settings (NOT MAPPING)
Unit level settings (NOT MAPPING)
Subsets & Segmentation
Subsets & Segmentation
Unit level QuickBooks Online mapping
Unit level QuickBooks Online mapping
Adding New Units or locations
Adding New Units or locations
Adding New Users V2
Adding New Users V2
Setting up Evaluations - Site Visits
Setting up Evaluations - Site Visits