Linking Athena Workflow with QuickBooks Online

Accounting System: Linking Athena Workflow with QuickBooks Online

Tracking app on QuickBooks

Steps to connect Athena to QuickBooks

Step 1. The company is selected in Athena Workflow

Step 2. Click on the company name at the top left.

Step 3. Click on Conect To Quickbooks

Step 4. Fill in user and password

Step 5. Code Confirmation

Step 6. Enter the confirmation code

Step 7. Company and Client Selection

Step 8. Successful connection is given by clicking on dashboard

Step 9. Selection of the information to be presented

Step 10. Presentation of the Graphics

Steps to disconnect Athena from QuickBooks

Step1 .To disconnect QuickBooks, select the company

Step 2. Click on the company name at the top left

Step3 . Click on Disconnect

Step 4. This box will appear

Athena Financial OS - The AI Powered Financial Operating System for Accounting Firms

Athena Workflow powers Athena Financial OS, the AI-powered financial operating system for accounting firms. Athena helps firms unify workflow, documents, client communication, financial statements, KPIs, advisory insights, and tax-ready outputs in one platform.

Athena Workflow is practice management software that is also called client management software, accounting practice management software, or due date tracking software.

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