Quickbooks

This article contains the following questions

• How to integrate a Crowded account with Quickbooks?

• My phone number isn't working for integrating my account with Quickbooks. Help?

How to integrate a Crowded account with Quickbooks?

1. Log into your Quickbooks account.  
2. Go to Transactions, then select Bank transactions.
3. Select Link Account.
4. Enter the URL or name of Crowded in the Search field, then select the bank.
5. Enter your Crowded login info in the Login and Password fields, then select Continue. 
6. Select the account that you want to connect and date to pull transactions from the dropdown ▼. Then, select Next.
   Note: Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
7. Select your account type on the Account type ▼ dropdown, then select Next.

My phone number isn't working for integrating my account with Quickbooks. Help?

When logging in with your phone number to Crowded within Quickbooks,  add +1 in front of your full phone number and do not include any parentheses or dashes.