- 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
What are the connection types in Smart Connect?
There are two connection types within Smart Connect: Standard, and OAuth.
Standard Connection:
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.
OAuth Connection:
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.