1. Overview of Integration
Audit Sight integrates directly with QuickBooks Online to streamline audits, eliminating up to 17 manual reports 📄 by verifying accounting data directly from the source. This integration ensures secure connections, accuracy, and significant time savings.
2. Data Availability 📊
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Data Pulled:
- Transaction details
- Financial statements
- Customer and Vendor Activities including AR and AP Aging data
- Default Data Range: Last 36 months of data.
3. Connection Requirements 🛠️
- Admin or Company Admin credentials are required to establish the connection.
- QuickBooks Online (not Desktop) is necessary for compatibility.
4. How to Guide Your Client Through the Process 🚀
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Look for Our Email 📧
- Check the client’s inbox for an email from support@auditsight.com with the subject line: Data Request and the name of the firm inviting them.
- The email will include the Company Name and Entity Name. If the client has multiple QuickBooks accounts, they will receive a separate email for each account.
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Click the Link 🔗
- Open the email and click on the provided link to begin the connection process.
- Once the link is accessed, select QuickBooks Online.
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Log In to QuickBooks Online 🛠️
- Use Admin or Company Admin credentials to log in.
- If the client is not an Admin, they will need to ask their company Admin to assist.
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Select the Company (If Applicable) 🏢
- If the client’s account manages multiple companies, they will be prompted to select the correct company to connect.
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Complete the Connection 🎉
- Follow the on-screen prompts to finish. The entire process takes under five minutes!
5. Template Email to Send to Your Client 📧
Subject: Action Required: QuickBooks Online Connection for Your Audit
Hi [Client Name],
To streamline the audit process, we need your help connecting your QuickBooks Online account with Audit Sight. This integration will eliminate manual requests for up to 17 reports 📄, saving you time ⏳ and reducing back-and-forth communication.
Next Steps:
- Check your inbox for an email from support@auditsight.com with the subject line: Data Request.
- Open the email, verify the Company Name and Entity Name, and click the link to begin the connection.
- Log in to QuickBooks Online using your Admin or Company Admin credentials.
Your data’s security is our top priority 🔒. Audit Sight is SOC 2 Type 2 certified, ensuring that all information is handled with the highest standards of security and privacy.
If you have any questions or encounter issues, don’t hesitate to reach out.
Best regards,
[Your Name]
[Your Position]
[Your Contact Information]
6. Common Issues and Troubleshooting Tips 🛠️
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Client can’t connect:
- 🚫 Ensure they are using Admin credentials.
- 💻 Confirm they are using QuickBooks Online, not Desktop.
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Client manages multiple companies:
- 🏢 Ensure they select the correct company during the connection process.
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Error messages:
- 🌐 Confirm their internet connection is active.
- 🔄 Suggest they retry the process or contact support for persistent issues.
7. FAQs ❓
Will this cost my client money? 💰
No, the integration is completely free for your client.
How secure is the integration? 🔒
Audit Sight is SOC 2 Type 2 certified, ensuring secure data handling.
Why do I need Admin access? 🛠️
Only Admin or Company Admin users are authorized by Intuit to connect new apps like Audit Sight.
8. Resources 📚
Here is a link you can send your client.
