How do I connect my client’s general ledger to their client portal?

Here are the steps you need to take to connect your client's general ledger to their client portal.

1. Navigate to Portal Manager. 
2. Click the Clients tab.
3. Click the Client you want to connect.
4. Click the Edit button in the Accounting Software tile. 
5. Click the Connect to* button.
6. A popup window will appear for you to:
   1. Follow the onscreen prompts to select the client you want to connect; and
   2. Authenticate your client 
7. Once connected, you will be brought back to your portal and the Accounting Software tile will be updated to reflect what client you connected.

Your promptness in completing this task helps prevent any delays in closing your client’s books in a timely manner.

* This will match to your client’s general ledger and say either: QuickBooks Online or Xero