Context

You've made it through the end of your onboarding journey with Collective. Yahoo! Now it's time to connect Collective's Backend to Gusto and QuickBooks Online.

Wait, what?!? We know, we know. You've already connected everything six ways from Sunday. And your Onboarding Accountant was already able to see your Gusto and QuickBooks Online. So much connecting!

This final connection allows us to automagically pull, crunch, and expertly review numbers to provide you with quarterly and annual tax and accounting services. This connection is the heart of our Quarterly Tax Estimates, Quarterly Reasonable Compensation Review, and Annual 1120s Business Tax Returns.

Action

  1. A connector module is waiting on your Collective Dashboard at app.collective.com. It looks like this:

  2. It is divided in half. One side for QuickBooks Online and one side for Gusto. Each side has a "connect" button. Click them and follow the prompts to log in.

  3. If you're already logged in, the connector will recognize that and complete itself.

  4. All done!

  5. The connector will now live at the bottom of your Collective Dashboard page. It looks like this when its all connected, complete, and happy:

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