Connect QuickBooks Online
Go to Settings and click Connect next to QuickBooks.
Sign in to Intuit and choose your company.
Click Connect. You'll come back to SteadyChase with your unpaid invoices imported.
Once connected, Settings shows the company, when it last synced, and Sync now
Only an owner of your SteadyChase account can connect accounting software.
What SteadyChase reads
Your customers (name and email) and your invoices (amounts, due dates, what's still owed).
What SteadyChase writes, and only when you've switched it on
- Late fees: a separate invoice for each fee, so your original invoices are never changed.
- Online payments: a payment against the invoice it pays, so it's marked paid in QuickBooks. It lands in Undeposited Funds, like other payments you receive.
How up to date it is
QuickBooks tells SteadyChase when something changes, usually within a minute, and SteadyChase also checks every hour. Before every reminder, fee or statement, SteadyChase checks QuickBooks again, so nobody is chased for something they've already paid.
Still stuck? Email hello@steadychase.com, or use Help inside the app.