Onboarding

Create the Sage Intacct journal book Truewind should use when Sage posting needs a dedicated destination, resulting in the right book being available in Truewind settings.

Open the Alpha surface when your organization has Alpha enabled, resulting in the correct org context before using Alpha-only workflows.

Connect QuickBooks from the current Connections page when you are setting up Truewind, resulting in a permanent QuickBooks connection that starts syncing the company and client data needed for close workflows.

Connect Sage Intacct when you need Truewind to read entities, dimensions, and accounting data, resulting in a working Sage setup for onboarding and close workflows.

Confirm the QuickBooks user has the right permissions before authorizing Truewind, resulting in a connection flow that can complete successfully.

Confirm Chase authorized-user access before connecting or reconnecting accounts, resulting in the right Chase accounts appearing in Truewind.

Connect a bank through Finicity when Plaid is not the right path for the institution, resulting in the selected accounts appearing in Truewind.

Connect bank accounts through Plaid when the institution is supported there, resulting in the selected accounts appearing in the Bank Accounts workflow.

Add a new bank account from the Bank Accounts connection flow when more accounts need to come into scope, resulting in a new row ready for mapping and review.

Map connected bank accounts to ledger accounts when Bank Transactions cannot proceed without account mapping, resulting in accounts that load correctly for review and reconciliation.

Disable or remove bank accounts when they should stop participating in active review, resulting in the correct active account set for the team.