AutoCFO Quickstart Guide​

Wondering where to start? Follow this simple 4-step guide to sync your QuickBooks account, and set up your financials in AutoCFO. Yes, it’s really that simple!

1. Sync with QuickBooks Online Account in Under 1 Minute

AutoCFO syncs data directly from your existing QuickBooks Online Account.

Your first step is to click the button below to link your account.

Important Note: Nothing in the AutoCFO app will affect your QuickBooks data, so have fun with it!

Sync QuickBooks

2. Customize Your Dashboards​

Ditch complex spreadsheets in favor of visual data that actually moves the needle of your business’s growth!

This is a great way to keep on eye on the metrics that matter the most to your business. A few ideas:

  • Historic Cashflow (Select: Total CashFlow)
  • Cash Balance (Typically look for Bank Accounts in Balance Sheet)
  • Amount of money your clients owe you (Select: Accounts Receivable)
  • Travel and Entertainment expenses as of… Now.
  • Revenue as of… Now.

Since our software links directly to your accounting system you can see the latest financial data whenever you want. No more waiting until after the month end close to find out how you are doing this month.

To get started, click on one of the tile’s title and select something important to you to keep a closer eye on.

3. Configure Your Financial Data

In order to set up your account in a way that makes sense to you, we highly recommend reviewing your current financial categories.

You get to decide what items are really important to review frequently in your business. Use this opportunity group and rename those expenses so they make clear sense to you, not just your bookkeeper. This is your chance to tidy up. Do you have 5 rows of data with small dollar values under “Expenses”? Create a new group called “Other expenses” and get rid of the clutter. Too much information is too much information. The data will always be one click away, so don’t worry about losing it, you are just making the big, important numbers easier to see.

The changes you make here will not affect your accountants view, and will NOT do anything to your QuickBooks Online Account, so have no fear! This view is for you, to help you understand your business better.

For more detailed information and tips on how you might want to organize your financials, you can check out my blog post here.

Onward to fewer headaches and clearer decisions!

4. Create Your Forecast

Successful businesses plan for the future, so we’ve made it extremely easy to do, with no complex Excel spreadsheets or 20-step processes!

You’ve already synced your historical data, and your categories are named and organized in a way that makes sense to you.

Now, sit back and think about how next year is going to go. Will there be growth? Are you winding down a product? Will you hire more people or rent a new space?