Getting Started

Step 1: Enter Your Credentials

1. Click the link you received via email. This will take you to the start of QuickBooks Online Experience wizard.
2. Enter your email and a password.

Using Single Sign On (SSO): If you elect to login using SSO, use this each time you login.

Step 2: Connect Your Data

1. Click QuickBooks Online.
2. Login to QuickBooks Online using your QuickBooks Online credentials.
3. Let the wizard run, whilst it creates an environment and imports your data.

Step 3: Get Insights from Your Dashboard

For the best insights, download our Excel Add-in so that you can:

• Publish the dashboard
• Filter the data
• Use DR functions and formulas
• Perform drill downs

1. Select the dashboard you want to view and click Download Excel Add-in (or click the button at the top of the screen).
2. Follow the wizard.
3. When the download is complete a confirmation message will show on the screen.
4. Click Go to Dashboard to open it.
5. Click the interactive widgets to gain insights.
6. Once you have the Excel Add-in you can work right from within Excel. See the article Excel Add-in Right Pane.

Without the Excel Add-in installed, a downloaded file will include values only.

Synchronize QuickBooks Online Data

There are two (2) options to keep your QuickBooks Online / P&L self-service dashboards up to date:

• Auto Sync
• Manual Sync

You can sync from the Home page (see below).

Auto Sync

Set the Sync Frequency

1. From the Dashboard/Reports screen, click Sync Data and select Set Auto Sync.
2. Set the frequency:
3. Click the relevant tab: daily, weekly. monthly
4. Select from every day or every weekday
5. Set the time (your local time zone)
6. When set, you’ll get an on-screen confirmation message that the synchronization setup is complete.

Manual Sync

1. From the Dashboard/Reports screen, click Sync Data and select Sync Now.
2. Let the wizard run.
3. When complete you’ll get an on-screen confirmation message that the data has been imported.