ConnectBooks

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How to set up a ConnectBooks account, Pricing, and billing

Getting Started

How to connect and Integrate stores with Connectbooks

Connecting Stores

How to Connect and Sync your QuickBooks file with ConnectBooks

QuickBooks Integration 

How the ConnectBooks Inventory system works

ConnectStock 

Reports 

How to Troubleshoot Common Issues In ConnectBooks

Troubleshooting ConnectBooks

How to Troubleshoot Common Issues In QuickBooks

Troubleshooting QuickBooks

How to integrate your shipping or inventory software with ConnectBooks

Inventory & Shipping Integrations 

Find answers to common questions about ConnectBooks features, and settings

Miscellaneous Help and Knowledge Articles

Knowledge Hub

How to Connect and Sync your Xero file with ConnectBooks

Xero Integration 

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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.

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

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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.

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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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