- Knowledge Base & Help Center
- BOS Feature User Guide
- Smart Connect
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FAQs
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Troubleshooting & Support
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Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- Accounts Payable
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
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BOS Feature User Guide
- Getting Started
- Your User Account
- Security & SSO
- Navigating BOS
- User Access Permissions
- Managing Users
- Work
- Transaction Manager
- AutoPush
- Manual Push
- Portal Manager
- Documents
- Smart Connect
- Password Manager
- Business Insights
- Scoping Tool
- Integrations & Compatibility
- Communication
- Transaction Insights
- Activity Hub
- Bot Review
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
How do I resolve a "Connection Requested" card within Smart Connect?
Your Smart Connect may have a few “Connection Requested” cards waiting for you. Click the “Connect” button on each card to begin the connection process.
- Your Smart Connect may have a few “Connection Requested” cards waiting for you. Click the “Connect” button on each card to begin the connection process.
- Once you’ve clicked “Connect,” a connection popup will appear.
- Review the terms and conditions and click the “Next” button to accept:
- Enter your username and password and then click the “Sign-in” button.
Note: It may take up to 10 minutes for the connection to establish and for data to appear on the page. Wait at least a few minutes before refreshing your browser.