How do I connect my account to the Financial Health tool?

  • Updated

1. In Metrics, scroll to the Financial Health tile and tap Get started

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2. Click Next to proceed to authorize your account

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3. Enter your Business name and click Next

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4. Select the accounting platform you use

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5. Enter your cloud accounting credentials and tap Log in

6. Allow access to the following information and click Allow access

7. Once your account is connected tap Next

8. Tap Finish on the confirmation screen and close the window

9. Now you’re all set to stay on top of your Financial Health!

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