Connect from the money dashboard
- Sign in to CIA, then open Money flow.
- Expand Manage QuickBooks connection. Only the CIA owner can manage this connection.
- Enter a reason and select Connect QuickBooks. If setup is unavailable, contact support to complete CIA’s Intuit application configuration.
- Authorize through Intuit and select Christian Cheese’s company. Check the company carefully if your login also manages another business.
- Return to CIA, confirm the company, and load its reports.
If sign-in takes you to the daily briefing, select Money flow from navigation.
Reconnect an existing company
If the connection needs renewed authorization, the owner can disconnect it in CIA and follow the connection steps again. Disconnecting clears CIA’s saved credentials and report cache; it does not change the company’s records in QuickBooks.
Before authorizing
CIA’s connector reads company information and reports. It does not create accounting transactions or initiate payments. Intuit’s accounting authorization is broader than CIA’s implemented use. Read the privacy policy and terms for data handling and use conditions.
