QuickBooks Integration
Getting Started
Create an account
Please click here to 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'
That's it!
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.
Data Flow Diagram
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.
Maintenance
There is only one piece of maintenance required per client on an ongoing basis.
Once you have finalised the accounts for a particular month within QBO you will need to set a new 'Reporting Month'. To do this use the following process.
1 - Click 'Edit' next to the company name in your VFD Pro portal
2 - Click in the accounting date field and select the end of the month to which the accounts are finalised
3 - Click 'Save'
2 - Click in the accounting date field and select the end of the month to which the accounts are finalised
3 - Click 'Save'
To generate reports with the new date simply:
1 - Click 'View' next to the company name in your VFD Pro portal.
2 - Click 'Sync Data'.
Output
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
The Enhanced Performance Reports provide you and your clients with unparalleled business insight, by highlighting not only historic performance but more importantly the underlying business drivers that will impact your client's future performance, positive or negative.
- Business Overview Report
- Performance Analysis Report
- Management Report
- Performance Trend Report
- Customer Analysis Report
- Marketing ROI Report
- Supplier Analysis Report
Business Growth Advisory Models
Reporting on past performance is key to understanding the history, but Business Growth is all about the future and for that you need tools and models to help you project historic performance, understand which key drivers will have the greatest impact on future success and profitability, to forecast and plan for the future.
- Business Growth Model
- Client Discussion Model
- Client Segmentation Model
- Customer Targeting Model
- Forecast & Funding Proposal Model
- Business Data Model
Opportunity Exception Reports
Help your clients by highlighting ‘quick win’ opportunities to cut costs, improve margins and increase revenue, all of which deliver huge value to your clients allowing them to pay themselves more whilst improving their EBITDA and their company value, a winning formula for any relationship.
Exit Value Accelerator (EVA)
Whether part of the buying or selling team, you have a pivotal role to play in ensuring your clients achieve the best possible outcome. Our EVA suite enables you to support your clients through the entire process from financial due diligence to helping them achieve a desired valuation on exit, and shaves days off the traditional process.
- EVA Due Diligence Report
- EVA Business Valuation Model
- EVA Forecast & Reporting Model
Dashboard
As part of your VFD Pro package you are provided with a dashboard using industry leading business intelligence tools. Allows you to to perform a detailed interrogation of business performance over the past 2 years.
Email Alerts
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.
QBO Integration FAQs
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?
All you need to do is amend the ‘Accounting Date’ to the end of the month to which the accounts are finalised before syncing the client, or before the Auto-Reporting date as appropriate.
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.