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Frequently asked questions

  1. How do I disconnect from QuickBooks?

  • To disconnect a company simply click “Group”, “Integrations”, select the company you want to disconnect and click “Disconnect from QuickBooks”

  • See the video on disconnecting here

   2. What doesn’t your integration do?

  • Quick Consols doesn’t currently fetch exchange rate information from QuickBooks. Exchange rates currently need to be manually maintained

  • Quick Consols doesn’t bring in any transactional information from QuickBooks.

  3. When and how does data sync occur? Is it manual, automatic, on login, in real-time? Are there any settings related to synchronizing?

  • Syncing of data happens automatically at around midnight on a daily basis

  • Users can also kick off the integration for a specific company in their group by simply running integration by clicking “Group”, “Integrations”, select the company you want to run and click “Run Integration”

 4. What does the integration into QuickBooks cost me?

  • Not a cent, this is a value-added service provided by Quick Consols and QuickBooks.

 5. How do I know if all the data has come across?

  • Quick Consols has an informative dashboard for all its integrations on the home screen. Click the dashboard item called “Integrations” to see the status and detailed information on each of the integrations in your group.

 6. Is there an audit trail of the active integrations?

  • All events are tracked in Quick Consols and can be accessed in 2 ways

 • For integration specific events click “Group”, “Integrations”, select the company you want to view and click “View History” or

            • For all events affecting a specific company click “Companies” à Select the relevant company à Click “Events”

 7. Any other questions?

Quick Consols is a financial consolidation and reporting software. If you have any questions, please contact us.

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