Connecting to QuickBooks Online through a shared Secure URL
The guide explains how an Admin or Accounting Firm user can securely connect QuickBooks Online to the Crunchafi Data Extraction Portal via a shared secure URL by logging in, approving the connection, and completing the data collection process to share financial reports with their financial institution.
Share financial reports from QuickBooks Online through a secure URL for a Crunchafi Data Extraction collection.
If you've received a secure URL for Crunchafi Data Extraction, follow that link to access the Crunchafi Data Extraction Portal for your specific financial institution.
Requirements:
- You must log in as an Admin or an Accounting Firm user for your QuickBooks Online company in order to approve the connection to Crunchafi Data Extraction.
Select your accounting system
To share your financial reports, click the button for QuickBooks Online.
Review the requested information
The next screen provides additional background information about Crunchafi Data Extraction and the process for sharing your financial information. Click Continue to proceed.
Confirm connection choice
Click the Connect to QuickBooks button to launch the QuickBooks Online login screen.
Sign In to QuickBooks Online
In the official Intuit Sign In window, provide the Email (or user ID) and Password for an Admin account with access to the correct QuickBooks company.
Collecting from QuickBooks Online
When the connection starts, the portal will provide a progress bar and status updates.
Congratulations!
The Crunchafi Data Extraction Portal window will announce when the collection is complete. You've successfully collected reports from QuickBooks Online!
Your financial institution may give you an opportunity to upload additional documents or download a copy of the submitted reports.