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.
Quick Start steps:
- Download and install StatX app; tap”Apps” and select QuickBooks Online
- Tap “QB Connect” button
- Complete QBO sign-in (enter 6-digit verification code) and Authorize Access
- Select Company/Client – you can connect multiple clients in QBO to StatX.
- Choose connector (e.g. “Cashflow Report”, “Profit & Loss”)
- Configure connector (Client, Group Name, Report Period)
- Start getting automated updates from QBO on mobile!
- 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.