Adfin

Connect your Adfin account with a QuickBooks organisation to automatically import invoices, customers and make reconciliation easy.

Connect your QuickBooks account to Adfin

Find out how to import your outstanding QuickBooks invoices into Adfin

Import QuickBooks invoices that have already been saved and sent into Adfin

Angus Tylee

Connect QuickBooks to Adfin and import the invoices you want collected.

QuickBooks

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Create your workspace and invite the people you work with.

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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.

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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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