Tesorio requires you to connect to Tesorio Dashboard.
The following guide will show you the steps to connect your QuickBooks Online account to Tesorio. Once your account is connected, Tesorio will automatically start pulling in your Accounts Receivable data.
Tesorio pulls data going back 2 years. This includes customers and invoices with no balances and payments and credit memos applied to invoices.
Tesorio also supports Accounts Payable data pull used for the AP Forecast product that is past of the Cash Flow Management module.
Step 1
When you receive the welcome email, please follow the link and set your password.
You will brought to the following screen. Scroll down and click Go To Tesorio
Step 2
To connect your QuickBooks Online account, navigate to the Admin screen -> and then Integration screen in Tesorio and click Connect.
Step 3
Once you click the connect link you will be redirected to the Tesorio and QuickBooks Online connection page. Please click the green button "Connect to QuickBooks" to continue the process.
Step 4
Login to your QuickBooks Online account and authorize the connection to Tesorio.
Step 5
Once you reach the connected view, your data import will start. Please click the button "Continue" to be redirected to Tesorio Dashboard.