Adding a QuickBooks Client
The flow for adding a QuickBooks client into your Connect Portal:
Use the 'Add client' button in XBert (steps are outlined here)
Select QuickBooks as the type of accounting software to use
You will be navigated to QuickBooks, where any QuickBooks businesses you have access to should appear in the selection screen.
There are two different screens in QuickBooks for adding a client.
The screen is determined by whether you were invited into a QuickBooks business at the accounting firm level, or as a normal user.
Add QuickBooks Client - Normal User screen
Select the business you want to add and click 'Next', it should then be added as a client into XBert and all the data for the client will start syncing.
Add QuickBooks Client - Accounting Firm-level screen
Select which firm the client belongs to, OR you can tick the 'Install for your firm' checkbox instead, which will add the firm to XBert.
A second dropdown then appears which contains the accessible clients in it.
Ensure you select the client that you want to add (we had to select it twice to make it work) should then enable the 'Next' button
Click 'Next', and it should then be added as a client into XBert and all the data for the client will start syncing.
