Linking to QuickBooks Desktop with Flight

Just like dancing the flamenco, there are some important steps involved in linking your QuickBooks Desktop account to Flight. And just like the flamenco, taking a few minutes to get the steps right can make you successful.

Before you even begin, let's make sure the following is true:

You have access to your QuickBooks Desktop account

You are using Windows 7 or higher

You are using Google Chrome, Microsoft Edge or Internet Explorer

Now do this:

On your desktop computer, open your QuickBooks for Windows company file as an Admin User.

Sign in to your Flight account at getflight.com

Click Add Business on any tab

Click Link

 

Microsoft Edge and Internet Explorer Users (Google Chrome instructions are below)

After selecting Link you will see the following notification dialog; click Open to continue. 

Edge Explorer 1.png
 

Click Run when the warning dialog appears: 

Edge Explorer 2.png
 

Now you can link. If QuickBooks for Windows is not running, you will see the following dialog: 

Edge Explorer 3.png
 

If you see the above dialog, open QuickBooks for Windows and open the company file as an Admin User. Press the Retry button to start linking. 

Depending on the size of your file, linking may take several minutes. During linking, progress occurs in multiple stages, so it is possible for the progress indicator to pause before continuing.

After linking completes, a new set of cards appears in your activity feed. You're ready to take off!


 

Google Chrome Users

Google Chrome requires a Google Chrome extension to be installed, which creates an additional one-time step to enable linking to QuickBooks for Windows files. Once this set-up is complete, you can link to your financials by simply clicking the Link button at any time.

Navigate to your business and click Link.

Chrome 1.png
 

The dialog below will appear:

Chrome 2.png
 

After you click on "Click here to proceed", you will be prompted to download FinancialLink by Finagraph: 

Chrome 3.png
 

Click the Download FinancialLink Now button. The extension will appear in your browser's download tray, shown above. Run the program.

The FinancialLink software will launch and display the following dialog:

Chrome 4.png
 

Now you need to install a Chrome Extension to continue:

Chrome 5.png
 

Click on the blue link that's in the dialog box, shown above. This will open a new tab in your Google Chrome browser, and display the FinancialLink Launcher in the Google Play store.

Chrome 6.png
 

Click Add to Chrome in the upper right, and then the Add extension button: 

Chrome 7.png
 

Go back to your Flight app tab in your browser window. You'll see the following screen:

Chrome 8.png
 

Click Link. The dialog will close and linking will start.

Depending on the size of your file, linking may take several minutes. During linking, progress occurs in multiple stages, so it is possible for the progress indicator to pause before continuing.

After linking completes, a new set of cards appears in your activity feed. You're ready to take off!

Using Flight to transfer large files to clients

Document sharing has so many problems it needs a good talking-to

Sending documents to your clients, or requesting documents from your client continues to be a challenge. Traditional solutions like sending an attachment to an email don’t work for a number of reasons:

  • Attachments sent via email are not secure and can be intercepted in transit.
  • Email is not guaranteed to be sent or delivered. We have all experienced emails getting stuck inexplicably in our outbox, being lost or directed to the user’s junk email folder.
  • Emails with large attachments are often blocked. Each email provider has a limit to the size of attachments they allow.
  • Large email files consume mailbox storage space forcing you to manage email to reduce your mailbox size.

New services like Dropbox and OneDrive help make it easier to share large files outside of email, but also have their own challenge. You want to:

  • Avoid sharing your personal OneDrive or Dropbox account with clients
  • Avoid high monthly fees
  • Avoid complicated folder sharing
  • Avoid mixing files between clients

Trouble-free document sharing is so underrated

Flight’s document sharing was designed for advisors to make it easy to quickly share documents with clients, and request documents. It also allows you to have conversations about specific documents in the context of the document you're referring to.

  • Users are required to have a Flight account to access their documents.
  • All documents are encrypted using bank level encryption
  • Documents are stored in the cloud and always accessible
  • Flight supports large files up to 75 MB per file
  • It’s easy to find documents clients have sent to you, via their activity feed

Let’s share documents like it’s NBD

Let’s walk through the steps to upload a new document for your client. First, select your client from the client table. Here, we will choose Buddy’s Diner.

In Buddy's Diner's activity feed, go to the Documents tab.

Then click Add Document. (See? NBD.)

Click Upload to find the document on your computer. Then add a title for the document, and tags. These tags will help you find what you need more easily later. A new tag is created every time you hit the comma key.

The document shows up in your documents pane.

After the document is uploaded, a new document card is automatically added to your activity feed. Now you can add comments and start a dialog with your client.

Flight makes it easy to upload documents, quickly and securely. In addition, via your activity feed, you can start a conversation about your shared files.

We would love to hear from you how you use Flight to share documents with your clients, and ways we can make the process even better.

 

Michael Patten

Flight Crew