Your accounting data is the backbone of the Jirav Financial Model. The first step in setting this up is to import a chart of accounts and your accounting balances.
QuickBooks Online is one of the most common accounting systems used by small businesses around the world. If you're using QuickBooks Online for your accounting system, you can follow the guide below to start hooking up your data.
4. This should redirect you to the QuickBooks website where you can enter your credentials
5. You'll be automatically sent back to Jirav and the connection will be complete
6. Select the date range for how far back you want from to import from, click on [Import]. One full year is the system default and what we'd recommend as a best practice.
Now watch as the Chart of Accounts and Trial Balances come in immediately!