Verifying your client's data just became easier with the Audit Sight and QuickBooks Online integration! Simply send the connector link to your Client Contact that has admin access to the account and the connection can be enabled.
Refer to Knowledge Base Article: Client account set-up to learn how to set up your Client Contact.
Follow the steps below to connect the Client’s account to Audit Sight.
Step 1: Navigate to the Client screen
Send an email inviting your Client Contact to connect. You can resend the email if your Client Contact did not receive it the first time. Alternatively, if you have the login credentials to the account, you may login directly via “Add Direct Connection”.
Step 2: Audit Sight emails the Client Contact
The Client Contact will receive an email similar to below inviting them to connect their account:
Step 3: Client Contact selects their accounting software
In this article, we will show the steps for QuickBooks Online integration
Step 4: Intuit Login
Once QuickBooks Online is selected from our connector page, you need to sign in to your account.
Please ensure the account has full administrator privileges to continue.
Step 5: Select the Company to connect
If the Intuit ID is associated with multiple QuickBooks Online accounts, you will need to select the appropriate account to connect.
Step 6: Complete connection
Click connect to complete the process.
The Client will be redirected to the Audit Sight Connector to complete the next step of integrating the bank accounts.