Use this page when deciding whether the client should connect live data, upload statements, use QuickBooks, or start fresh.
Choose The Setup Path
Review the available source-data options during onboarding.
Pick A Connection Type
Choose live data when the source should sync from Plaid, QuickBooks Online, or QuickBooks Desktop.
Start Fresh When Needed
Use fresh-start setup when there is no source data to import yet.
Check Before You Leave
The chosen path should match where the client’s accounting source of truth actually lives.
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