Create an account
Add a client
Once you've logged into you VFD Pro Portal click ‘Add Client’, you will then be prompted to enter the following information
1 - Company Name
2 - Company Registration Number (used to provide information for benchmarking purposes)
3 - Accounting Date (the most recent month to which the accounts are up to date for that client)
4 - Click the QBO logo
5 - Click 'Save'
You will then be presented with this screen.
6 - Login to QBO with your user credentials
7 - Select the company whose data you want to sync from the dropdown list
8 - Click 'Allow Access'
A connection has been created between VFD Pro and your client, nothing further is required.
The data will be uploaded, the reports will be available on your VFD Pro portal a short while later.
The integration between VFD Pro and QBO is very straight forward, we use the data feeds displayed above to create all reporting and analysis. Information only flows from QBO to VFD Pro, at no point is any data written to your QBO account.
2 - Click in the accounting date field and select the end of the month to which the accounts are finalised
3 - Click 'Save'
Your company is now synced and up to date, everything else is done for you. The following are all accessible from your VFD portal and available on demand.
Enhanced Management Reporting
Business Growth Advisory Models
Opportunity Exception Reports
You can send tailored email alerts to your clients with accompanying performance analytics. Ensure your clients know you're number one priority is improving the profitabilty of their business.
Outlined below are the most common questions relating to QBO integration. Please visit our full FAQ's here.
Access the VFD Pro Dashboard
Click ‘Login’ in the top right hand corner of any page and enter your credentials given when you set up an account.
How do I ensure my data is up to date?
Your data is synced at whichever frequency you have determined suitable. For your reporting, forecasting and analytics to be up to date all you need to do is amend the ‘Accounting Date’ to the end of the month to which the accounts are finalised.
How do I remove client data from the VFD?
Within your VFD Pro Portal click on ‘Delete’ next to the data you want deleted and then click ‘Yes’ when prompted. All data relating to this company will now be deleted from the VFD Pro servers.