Coworks

How to connect and use the QuickBooks Online integration to balance your books with Coworks

How to use the QuickBooks Online integration

This integration streamlines your financial workflows and reduces manual effort, ensuring your Coworks billing data stays perfectly aligned with your accounting system.

Xero Accounting Integration

Vanessa Pierrard

DeShawn Brown

Accounting

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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