Quickbooks User Instructions

  • Reconcile any outstanding transactions with QuickBooks before applying.

    Reconcile accounts with QuickBooks, opens in new window

    1. Reconcile any outstanding transactions in your accounting software before you start your application to ensure a complete and accurate view of your business.
    2. Select the QuickBooks icon on the financial data section of the application
    3. Select the Sign in with Intuit button
    4. Enter your email address and QuickBooks password and select login
    5. After you successfully log in, complete the account verification
    6. Select the business that is applying for the loan
    7. Select Connect and you're done

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