What is a financial API integration and how does it work?

If your business ownership changes please contact our support team at the number found on your dashboard. Your processing data will still be visible in your Chase for Business Online account. No, you will need to navigate to each business using the drop down in the Manage QuickBooks Share page to select each business you would like to turn share on or acct integrators assn off for. If you paused your share and want to turn it back on, you can do so under Share with QuickBooks.

Examples of extras included in higher-priced packages include accounting reconciliation syncing, API key integration, enhanced dashboards and a dedicated account manager. Scan cards using OCR technology or manually enter card information into your AprivaPay app. Merchant Studio web companion can also be used to key in payments, great for secure phone orders.

Use the security features offered by your bank, such as transaction alerts, two-factor authentication, and account monitoring services. These features can provide an extra layer of protection by alerting you to unusual activity and preventing unauthorized access to your accounts. Payment platforms integrate with account systems to set up one-time or recurring payments and match payments to invoices.

We’ll bring it back to a salient point we made in our last article, which was that all departments need to work together to achieve a 360-degree view of the customer. In order for account management to utilize data from all of these disparate systems, they all need to be integrated and available in CRM. Businesses relying on QuickBooks to handle their accounting needs can choose from any of the providers listed in our guide—all of them offer the best QuickBooks-integrated bank account. Select the provider whose products and acct integrators assn dues services best fit your company’s needs.

You can disable it, or add your Office 365 Tenant ID in the Integrations tab of the Admin Console. Entering an eligible Office 365 Tenant ID will allow your users to use the Box for Office for web integration without needing to enter their Office 365 credentials. If you’re the administrator of your enterprise’s Office 365 account, Box enables you to create custom tiles so that you and your users can launch Box for Office for Web straight from your Office.com App Launcher.