Quickstart guide to connect QuickBooks Online with StatX

Instantly see beautiful, auto-refreshed dashboards showing cash flow, P&L, Sales, A/R, A/P. Share with clients and changes are sent instantly as push notifications.
Follow steps below on your phone to connect QBO to StatX in minutes. Click for expanded view.

  • Step 1Tap "Apps"; Select QBO

  • Step 2Tap “QB Connect”

  • Step 3Sign-in

  • Step 4Select Client

  • Step 5Choose Connector

  • Step 6Configure Connector

  • Step 7QBO Dashboard!

  • Step 8Invite clients

Quick Start steps:

  1. Download and install StatX app; tap”Apps” and select QuickBooks Online
  2. Tap “QB Connect” button
  3. Complete QBO sign-in (enter 6-digit verification code) and Authorize Access
  4. Select Company/Client – you can connect multiple clients in QBO to StatX.
  5. Choose connector (e.g. “Cashflow Report”, “Profit & Loss”)
  6. Configure connector (Client, Group Name, Report Period)
  7. Start getting automated updates from QBO on mobile!
  8. Share with team and client by inviting them to group

Everyone in the group will now get automated QBO updates and push notifications on change.

Download StatX free app to start getting automated updates from QuickBooks Online now
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