QuickBooks Online: Simplifying Your Audit Process ✨

QuickBooks Online: Simplifying Your Audit Process ✨

We’re excited to help streamline your audit process through a secure and seamless connection with QuickBooks Online. By connecting your account, you can eliminate up to 17 manual audit reports 📄, saving time ⏳ and reducing hassle.

Rest assured, your data is safe with us 🔒. Audit Sight is SOC 2 Type 2 certified, ensuring the highest standards of security and privacy.

How to Connect QuickBooks Online to Audit Sight 🚀

1. Look for Our Email 📧

   • Check your inbox for an email from support@auditsight.com with the subject line: Data Request and the name of the firm inviting you.
   • The email will look like this:
      
     • Important: Review the Company Name and Entity Name in the email. If you have multiple QuickBooks accounts, you will receive a separate email for each account.

2. Click the Link 🔗

   • Open the email and click on the provided link to begin the connection process.
   • Once you have accessed the link, select QuickBooks Online.

3. Log In to QuickBooks Online 🛠️

   • Use your Admin or Company Admin credentials to log in.
   • If you are not an Admin, you’ll need to ask your company Admin to assist.

4. Select Your Company (If Applicable) 🏢

   • If your account manages multiple companies, you’ll be prompted to select the one you wish to connect.

5. Complete the Connection 🎉

   • Follow the on-screen prompts to finish. The entire process takes under five minutes!

Troubleshooting Guide 🛠️

• Why can’t I connect?

  • 🚫 Ensure you are using an Admin or Company Admin account. If not, you’ll see the message: “You’re not a listed admin for this company.”
  • 💻 Make sure you’re using QuickBooks Online, not QuickBooks Desktop.
    (Tip: Try logging in at QuickBooks Online. If you can’t access your account there, you’re likely using Desktop.)

• What if I manage multiple companies under one account?

  • 🏢 During the setup, you’ll be asked to select the specific company to connect.

• What if I receive an error message?

  • 🌐 Check your internet connection and ensure your QuickBooks Online account is active. If the issue persists, reach out to our support team for help.

Frequently Asked Questions ❓

Will this cost me money? 💰
No, the integration is completely free for you.

How secure is my data? 🔒
We take data security seriously. Audit Sight is SOC 2 Type 2 certified, ensuring your data is protected with top-tier security and privacy standards.

Why do I need Admin access? 🛠️
Only Admin or Company Admin users are authorized by Intuit to connect new apps like Audit Sight.

Need Help? Contact Us! 🤝

If you have any questions or run into any issues, our support team is here to help.

📧 Email: support@auditsight.com