Bi4Cloud & QuickBooks Online Connect a Trial

Introduction

Bi4Cloud has an integration with QuickBooks Online enabling QuickBooks Online users to have access to Bi4Cloud reporting, charting, emailing and consolidation features.

Your can connect your QuickBooks Online company following the instructions below or to learn more about how Bi4Cloud adds features to QuickBooks read Bi4Cloud + QuickBooks Online.

Trying BI4Cloud on QuickBooks Online is really easy. Just follow these steps.

  1. Signup for a Bi4Cloud 14-day free trial*
  2. Sync your QuickBooks Online companies
  3. Analyse your Business
Already a BI4Cloud user ?
If so drop us an email at support@bi4cloud.com with the subject "QuickBooks Online trial" and we will add additional slots so you can trial your QuickBooks Online files

SignUp for a Bi4Cloud Account

When you sign Up for a Bi4cloud account you get 14 days free. Here's the link. We will ask you for an email address and password that you will use to sign in. More details here

The form looks like this

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Connect your QuickBooks Online Company

After completing the Sign Up you will be directed to the BI Admin Console. If you are not automatically redirected then go to my.bi4cloud.com and login. The Admin form looks like this. To connect a company to BI4Cloud click the + Add Company icon.

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You will now select the accounting package to connect to - choose Xero

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and you be re-directed to the QuickBooks Online login page. Login using your QuickBooks Online credentials.

Note Only 1 person can connect the QuickBooks Online company to BI4Cloud.

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You will be asked to allow QuickBooks Online to connect to BI4cloud. You need to press connect

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Then Bi4Cloud will then read the Company info and display the Company name. You may wish to edit the Company name that appears in Bi4Cloud.

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 You will receive a dialog indicating the the sync request has been scheduled.

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You will then be returned to the BI Admin console. The Refresh Icon will blink green/ orange. Be patient and wait for the Last Extract time to display against your file (the screen will refresh every minute). The first company sync can take a long time depending on your data. When it's done we will send you an email. 

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Whether you went away and received the email or waited you will see a screen similar to the display below.

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 You can customise the spark charts by clicking on the info button and selecting the chart style and then press the Company from the menu. Here Sales and GL Spark chart is selected. These spark charts are intended to provide a thumbnail of each companies activity.

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I'm Connected - What Now ?

We suggest you login to your BI4cloud account at my.bi4cloud.com and try the default favourites we have created running on your data.

There are several resources available so you can chose what works for you depending on your preferences.

1. I like to watch - Plenty of video resources at See It

2. I like to read - Articles on using BI4Cloud at Getting Started

3. I like to be shown - Book a free 15 mins free dem or buy some consultant time at Booking Appointment

4. Also this article on Getting Support can help

 

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