Website
Permission Levels: Admin - Full, Admin - Limited, and Bookkeepers
- Log in to QuickBooks: Access your QuickBooks Online or Desktop account.
- Navigate to Bank Transactions: From the left-hand menu, select “Bank Transactions.”
- Link Your Account: Click on “Link Account.”
- Search for Flex: In the search box, type in “Flex” and select it from the list. Click “Continue.”
- Authorize Login: A pop-up will appear with the Flex login modal. Click “Continue to Login.”
- Log in to Your Flex Account: Enter your Flex credentials to sign in.
- Enter the Verification Code: Type in the 6-digit verification code sent to your phone via SMS.
- Grant Permission: Click “Continue” to give permission for Intuit to access your Flex accounts.
- Select Accounts to Connect: Choose the Flex accounts you want to connect—both bank accounts and credit cards can be linked.
- Assign a General Ledger: Select the general ledger account you want to associate with each Flex account, or create a new one.
- Select a Sync Date Range: When prompted, choose how far back you’d like to sync your transactions.
- Activate the Connection: Once you’ve selected your sync range, your connection will become active, and transactions will begin syncing.