How to connect your accounting system to CollBox so you can start using CollBox to get paid.
After you've signed up for a free CollBox account (or connected via your Intuit credentials), you'll need to integrate your accounting system to take advantage of CollBox's free Accounts Receivable monitoring and tools to get you paid for your work. See below for a step-by-step guide to connecting your accounting system to CollBox.
After you've created an account, completed the basic settings, and verified your e-mail (follow our guide to creating a free CollBox account if you need help) you'll be prompted to "Connect your books". Simply click the box shown below to continue.
From there, you'll be brought to the "Integrations" page. As shown in the screenshot below, you'll see that CollBox supports a variety of popular accounting and financial systems. We also support importing data to the system via an easy to use spreadsheet template.
Needless to say, we've got you covered regardless of the financial system your company uses. 💯
Note: If you lose your place or if you've already finished setup but need to get back to edit your accounting info, you can always find this page via the "Settings" > "Integrations" link on the left-hand side of the home screen.
Simply click on the accounting system that you use to authorize CollBox to import the information we need to show you all of your past-due accounts and get you set up to get paid for your work.
Depending on the system you use, you'll be directed to that providers website, asked to login (if you're not already logged in) and authorize the connection to CollBox. We've put together an example below of the process for QuickBooks Online users but it's very similar for the other platforms we support.
Want to see our guides for other accounting and financial systems or our manual spreadsheet process? Check out the links below:
QuickBooks Online Integration Example
After clicking the "Connect to QuickBooks" button, you'll be prompted to sign-in on the Intuit website.
Once you've done so, you'll be prompted to give CollBox permission to connect with your QuickBooks Online data. Click "Authorize" to continue.
After authorizing the connection, you'll be directed back to CollBox to confirm that you'd like to connect your company data from your accounting system to CollBox. Take care to make sure you've chosen the correct company within your accounting system if you do have multiple companies (we'll show you the name before you connect so you can be sure).
After clicking "OK" you'll land back in the setup workflow and see the step "Wait for initial sync".
It should only take a moment for us to pull over the relevant data and the step will be checked off automatically once the process is complete.
Note: For most users, it should only take a minute or two for us to pull across the data we need from your accounting system. If you have a very high volume of invoices in your accounting system it may take a little longer
If it takes longer than 10 minutes for this step to automatically complete, reach out to our support team using the chat widget at the bottom of the screen or e-mail us at firstname.lastname@example.org and we'll take a look to make sure everything is all set
Now it's just a couple of clicks to "Complete company settings" (you'll notice in the last screenshot that we've pulled your company name over from the accounting system so you'll just need to confirm it and correct any missing info) and you'll be all set to use CollBox to get paid! 🔥