Total Synergy

Mellissa Ciavarella

Brandon Moses

Learn about the available integrations and how to connect to them.

Integrations

Factor integrates with QuickBooks Online to automate the flow of financial data between your project management and accounting systems.

Accounting Integration

An optional feature that lets expenses entered in Factor push automatically or manually to QuickBooks Online.

Two-Way Expense Sync

This article covers the QuickBooks Online integration connects Factor to your QBO account to automate invoice syncing, expense importin...

QuickBooks Online Integration

BILLING > Synced Transactions shows every Invoice, Expense, Payment, and Deposit that's moved (or tried to move) between Factor and your accounting system, along with its sync status.

Reviewing Synced Transactions

Learn about the Quickbooks online integration.

This article covers the setup process for FactorPay, Factor's integrated payment collection solution.

Setting Up FactorPay / Application Process

FactorPay

FactorPay (US Only)

Return to Factor

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype integrations answer

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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