OVERVIEW

Once a Qvinci Entity has been created, the user assigned as the Entity Syncer can link and sync their data file.

Each Entity can have only one Entity Syncer.
(See the Users and Permissions section for details.)

Note: Only QuickBooks Online users with Master Admin or Accountant access can authorize the connection between QuickBooks Online and Qvinci.

VIDEO TUTORIAL

HOW TO LINK A QUICKBOOKS ONLINE FILE

Log in to Qvinci and go to Manage > Entities in the left-hand menu.

Select the Entity you want to sync from the list on the left.

Under the Source tab, in the QuickBooks Online section, click Connect to QuickBooks.

Sign in to your QuickBooks Online account using Master Admin or Accountant credentials.

If you manage multiple QuickBooks Online files, choose the one that matches the Qvinci Entity you selected.

Click Connect to authorize the link.

When prompted, align budgets for each fiscal year setup within your file. If no budget data exists, leave those fields blank and click Save.

You’ll return to the Entities page while the QuickBooks file syncs. Syncing typically takes 1–2 minutes.

To confirm sync status, refresh your browser and check the “Last Sync” timestamp on the page.

QuickBooks Online files are automatically enrolled in nightly auto-syncs. You can click on the Last Sync Date to review the sync history if needed.