Connecting your Quickbooks is an important step of the application process. This helps our team speed up the adjudication process and saves you from manually uploading your financial statements online. It takes less than 30 seconds to connect and we won't be able to start a review of an application without financials.
Step 1: Click on the documents tab on the left-hand rail
Step 2: Select connected services
Step 3: Choose the option "Connect to QuickBooks"
Step 4: Sync your QuickBooks using your credentials.