Validis Connect for QuickBooks Online
- You are online and connected to the internet.
- You have a QuickBooks Online Account and can access the data you wish to share.
- You have Master or Company Admin access to the company accounting data on your QuickBooks Online account
- You know the User ID and Password for your QuickBooks Online account.
You may need to ask your IT department for some of the above information.
When sharing your data from a Cloud Accounting Package, such as QuickBooks Online, Validis does not need to use the Validis Connect component to perform an extract of your data. With a supported web browser, you can start a Cloud Accounting Package share from any machine.
Your browser window will be redirected to the QuickBooks authentication page which will prompt you to enter your login details for QuickBooks Online.
Enter your User ID and Password for QuickBooks Online and click Sign In.
If the User ID and Password you provided are correct you will be logged into QuickBooks Online and presented with a list of companies associated with your User ID.
The first time connecting your database to Validis, you will be prompted to create a company. Please select a country and company name then click Next.
QuickBooks Online will then ask for final confirmation to connect. The application name you see may vary - you can trust this is the Validis Connector for QuickBooks Online.
Please choose the Company you'd like to share. Review the information on the screen and once satisfied click Connect.
You will be redirected back to the Validis portal dashboard. At this point, Validis and QuickBooks Online are talking to each other in the background and sharing the selected company data. Data is being requested from QuickBooks Online and sent to the Validis platform.
Depending on the size of your company file and the number of entries it contains this process may take several minutes to complete but since it is occurring as a system-to-system transfer you are free to carry on with other tasks or shut down your machine and power off if you need to - the transfer will continue.
You can view the progress of your share in the Validis Portal - You may need to refresh your browser. The status of the QuickBooks Online share will be displayed as Loading. This means the data is being transferred from QuickBooks Online and loaded into Validis.
When all of the requested data has been transferred into the Validis platform the status will change from Loading to Processing. Your shared data is now queued for processing in the Validis platform.
When the shared data has been processed the status will change to Completed. Your Engagement Manager or Client Manager will be notified by email that you have submitted a new share.