For accounting and bookkeeping firms
QBuddy posts your clients' bank statements into QuickBooks.
QBuddy is a Windows app. It reads each statement, checks that it balances, and posts every transaction for you. It works with QuickBooks Online and every QuickBooks Desktop version.
- Reads PDF and CSV statements
- BalanceProof checks every statement
- Uses your firm's rules
Connect a client to QuickBooks Online
You connect from inside QBuddy, one client at a time. It takes about a minute.
- Open QBuddy and click Clients.
- Pick the client in the list.
- In the QuickBooks Online card, click Connect to QuickBooks Online.If the card says Not in use, first click Use QuickBooks Online instead.
- Your browser opens QuickBooks Online, where QBuddy is called Q Buddy - D.E.A.L. Sign in, pick the client's company, and click Connect.
- Go back to QBuddy. The card now says Connected.
Sign in as an admin of the client's QuickBooks Online company. Only an admin can connect an app.
One sign in is enough. Every computer in your office uses the same connection.
QBuddy says Sign in needed?
QuickBooks Online asks for a new sign in after about 100 days without use, or when someone removes the access. Nothing is lost. In the client's QuickBooks Online card, click Sign in again and sign in the same way.
Disconnect QBuddy from QuickBooks Online
You can disconnect at any time. After that, QBuddy cannot read or post anything in that company.
From QBuddy
- Open QBuddy and click Clients.
- Pick the client.
- In the QuickBooks Online card, click Disconnect. Click Disconnect again to confirm.
From QuickBooks Online
- Sign in to QuickBooks Online as an admin.
- Open Apps, then My Apps.
- Find Q Buddy - D.E.A.L in the list and choose Disconnect.
Did you just disconnect?
It is done. QBuddy no longer has access to that company. Your clients and rules stay in QBuddy. To connect again later, follow the steps above.
Need help?
Write to us at support@brighti-deas.com. Tell us your firm name and the client, and we will help you connect.
bright i-deas tech, LLC5550 Glades Rd, Suite 511
Boca Raton, FL 33431, United States