Overview:
Connecting your accounting system to Quickly allows you to streamline your financial processes and maintain accurate records effortlessly. This guide will walk you through the steps to set up this integration.
Step-by-Step Guide:
Log in to Your Quickly Account
Access the Integration Settings
Once logged in, click on the "Settings" icon located at the top right corner of the screen.
From the dropdown menu, select "Integrations"
Select Your Accounting System
On the Integrations page, click on "Connect"
Select your accounting system (e.g., Quickbooks, Xero, Sage, etc.)
Follow the steps to connect and authorize the connection.
Authorize the Connection
You will be redirected to your accounting system's login page
Enter your accounting system credentials and log in
Authorize Quickly to access your accounting data.
Configure Integration Settings
Once authorization is complete, you will be redirected back to Quickly.
Here, you can configure specific settings for the integration, such as selecting which accounts and data to sync. Click here for further details on this.
Troubleshooting
Troubleshooting
Connection Issues:
If you encounter any issues while connecting, check your internet connection and ensure that your accounting system's login credentials are correct.
Refer to the Quickly Help Center or contact support for further assistance.
Data Sync Problems:
Ensure that all necessary permissions are granted in your accounting system.
If the sync fails, try reauthorizing the connection by repeating the steps above.
Contact Quickly Support if problems persist.
Frequently Asked Questions
Frequently Asked Questions
Q: Can I connect multiple accounting systems to Quickly?
A: Currently, Quickly supports one accounting system per account. If you need to manage multiple systems, please contact our support team for further guidance.
Q: How often does the data sync?
A: Data syncs automatically every 24 hours, but you can manually trigger a sync if needed from the Integration Settings page.
Q: Is my data secure during the integration process?
A: Yes, Quickly uses industry-standard encryption and security protocols to ensure your data is safe during the integration process.
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