To sync a new QuickBooks Online client with Vic.ai, please contact your sales representative or reach out through the chat bubble inside Vic.ai. We will provide a link through which you can authenticate with and instruct QuickBooks Online which companies you would like to grant Vic.ai access to.
The link will bring you to the vic.ai confirmation page.
Clicking Continue will then bring you to the Intuit sign in page
Once signed in, choose the company you wish to connect to from the dropdown menu and click Next.
Once access has successfully been granted, you will receive a confirmation message.
If you would like to connect another client, simply hit Continue to repeat the process.
Next Steps: Once access has been granted to Vic.ai, we will begin to train the AI with the available historical data. A Vic.ai representative will reach out shortly to schedule a user training session, after which this client will be ready to go live. If you have any further questions, please do not hesitate to reach out to firstname.lastname@example.org and we will be happy to field your inquiry!