Integrating with Accounts Flow
Follow these quick steps to connect your Fintech invoices to the Accounts Flow platform. Invoices will load automatically into QuickBooks Online.
How it works
Accounts Flow seamlessly integrates to the Fintech platform, delivering submitted invoices to your back-office system on a regular schedule.
When will I receive my files?
Files are delivered every weekday (M-F) after 5 pm EST. You can request additional file delivery. Invoices sent after 5 pm EST are sent the following business day. Invoices sent after 5 pm on Friday will be delivered the following business day.
Steps to get started
- Fill out the online form: Go to https://fintech.accountsflow.com and complete the short enrollment form. If you have more than one store, be sure to have the name and location ready for each store you wish to integrate with QuickBooks. Addresses should be as they appear in Fintech.
- Accounts Flow emails Fintech: After you submit the form, Accounts Flow sends us the details we need to activate the feed.
- We confirm the connection: We’ll copy you on the confirmation email so you know everything is set.
- Learn the portal: Accounts Flow will reach out with a quick walkthrough of their portal and how to use your new integration.
That’s it! Once these steps are done, your invoice data will flow straight into Accounts Flow automatically.
If you need help, email the Customer Support Team: customersupport@accountsflow.com.