Use this full guide when integration setup or troubleshooting spans QuickBooks, banks, and client requests.
Review The Integration Hub
Start from the integrations overview.
Request Client Connection
Use Request Client when the client must authorize the connection.
Inspect QuickBooks
Use QuickBooks screens when sync state or live data needs review.
Inspect Bank Connections
Use Plaid screens when bank connection state needs review.
Check Before You Leave
Every integration should have a clear state: connected, requested, blocked, stale, or not needed.
Ready to bring Wesley into your firm? Compare plans and start here: Wesley Pricing