Lightyear

QuickBooks Online Integration Setup Guide

Exporting from Lightyear to QuickBooks Online

Using Projects or Customers/Sub Customers in QuickBooks Online

Error Messages Returned from QuickBooks Online

How do I keep my Lightyear and QuickBooks Online records up to date?

Sending an image/copy of invoice to QuickBooks Online

Warn if duplicate bill numbers are used in QuickBooks Online

Disconnecting from QuickBooks Online

Jessica Callaly

QuickBooks Online

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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