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tonyabullard
Level 1

How do I connect my Back Office / Lone Wolf (Funding) to my Quickbooks?

NEED TO ADD MY FUNDING THAT MY AGENTS GET TO MY QUICKBOOKS FROM MY LONE WOLF/BACK OFFICE?
4 Comments 4
AileneA
Moderator

How do I connect my Back Office / Lone Wolf (Funding) to my Quickbooks?

Hello, tonyabullard.

 

I'd like to ensure we are on the same page. Are you referring to an app, user or is it about banking? Additional, information will be helpful, so I can outline the best possible resolution for you.

 

I'll keep an eye open for your response. Have a great day!

tonyabullard
Level 1

How do I connect my Back Office / Lone Wolf (Funding) to my Quickbooks?

It is a website that we use to put all of your contract documents in and we send a funding request to the Closing Attorney from our Back Office. The Agents are then get paid at the closing. I have to keep up with what they are paid.

Fiat Lux - ASIA
Level 15

How do I connect my Back Office / Lone Wolf (Funding) to my Quickbooks?

@tonyabullard 

What is the name of the application you mentioned?

DHeraV
Moderator

How do I connect my Back Office / Lone Wolf (Funding) to my Quickbooks?

Hi there, @tonyabullard.

Let me chime in and provide information about connecting your Back Office/Lone Wolf (Funding) in QuickBooks Online (QBO). 

I know how convenient and advantageous it is to connect to a website that stores your contract documents and sends a funding request to your attorney with less hassle. However, it is still unavailable in QBO. I also want QuickBooks to allow this as much as you do. 

That said, I recommend leaving feedback to notify our software engineers about the feature you need. In this way, they can take it into account for future product improvements.

To send your input, here's how:

1. Open your QuickBooks Online account.
2. Go to the Gear icon and select Feedback.
3. Type in your suggestion, then click Next.

Additionally, I'll also share this link where you can search for articles that can serve as your reference to guide you in managing your QBO account: QuickBooks Online Help Articles.

Don't hesitate to leave a reply if you have further queries about connecting websites in QuickBooks Online. The Community team always has your back. Have a good one.

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