- Knowledge Base & Help Center
- BOS Feature User Guide
- Smart Connect
Troubleshooting & Support
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
- Autonomous AP Processing | Advanced Services
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- 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
BOS Feature User Guide
Accounting Partner Resources
AI UNCHAINED Conference
What are the connection types in Smart Connect?
There are two connection types within Smart Connect: Standard, and OAuth.
A standard connection requires a username and password to establish a connection. For some business accounts, you might need to provide a customer id in addition to username and password.
Enter the username and password.
Or you will be asked to enter the customer ID, username, and password.
An OAuth connection is similar to a standard connection where it requires a username and password to connect. However, OAuth connections use a token to establish the connection. It is becoming more common for institutions to require OAuth in order to gain data access. When you’re establishing an OAuth connection, it will appear as if you’re logging into the bank directly.