Installation
Step 1: Invitation Email (QBO)
Ready to get started? Check your inbox for the invitation email.
Step 2: Register & Login (QBO)
Learn how to set up Multi-Factor Authentication (MFA) using convenient methods like SMS, Authenticator, or Email from this comprehensive document. Safeguard your accounts effectively with step-by-step instructions and enhance your online security today.
Step 3: Select Install (QBO)
Select install for the QuickBooks application.
Step 4: Overview (QBO)
Review the overview for the installation wizard process.
Step 5: Bank Authentication (QBO)
Authenticate your bank account to connect with FISPAN Sync.
Step 6: Permissions (QBO)
Grant FISPAN Sync permission to connect with your ERP in this step.
Step 7: Authentication (QBO)
Authorize access to your QuickBooks Online account by authenticating with your login.
Step 8: Connection Status (QBO)
Follow this guide to run the connection check and validate the information provided in the previous steps.
Step 9: Account Matching (QBO)
Match your ERP accounts with your bank accounts by using our user-friendly drag-and-drop account matching tool.
Step 9: Launch FISPAN Sync (QBO)
One more step to launch your FISPAN Sync app from QuickBooks Online.