Connecting your QuickBooks account
1. To connect your QuickBooks account to Carta, navigate to 'Account' under Company, then click 'Financials and HR.'
2. Press the 'Connect' and you will be prompted to sign into your QuickBooks account.
3. Once you have connected to QuickBooks, you can export an Excel file with your financial information from the 'Reports' tab.
Under Financials, choose the Start and End Date of the report you are running and click 'Export.'
If you are not the owner of the QuickBooks account that you wish to connect, you will need to ask the owner of the QuickBooks account to add you to their account.