Adding (Syncing) a Company
The process is slightly different depending on the ProfitSee license you are looking to use, as well as, the accounting software you will be syncing with.
1. Log in to your ProfitSee account and click on "Add a Company" button in the upper left hand corner of the screen.
2. Select the license, and then click "Next"
3. Select the Data Provider
Note: With ProfitSee Enterprise, we currently only support QuickBooks Desktop.
For QuickBooks Desktop, click here
For Xero :
- Select 'Xero' as Data Provider.
- Click "Open XERO to authorize ProfitSee application" button
- You will be re-directed to Xero's website to authorize the sync with ProfitSee. Simply enter you Xero log in information
- Select company you would like to add from the drop down.
- Click the green Authorize button.