Configuration Videos


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 to grant you that access!

Connecting QuickBooks for Admins

Branding, Logos & Customizations

Reporting Setup

Understanding Data Points and KPIS

KPI Settings

Other report settings & defaults

Unit level settings (NOT MAPPING)

Subsets & Segmentation

Unit level QuickBooks Online mapping

Adding New Units or locations

Adding New Users

Setting up Evaluations - Site Visits