2024-09-25: UI improvements to connection flows

We have released user interface improvements for our NetSuite, Sage Intacct, and QuickBooks Desktop connection flows.

What's new?

We have revised and improved the connection flows a small business customer goes through when connecting NetSuite, Sage Intacct, and QuickBooks Desktop. We have added:

• A clean and consistent layout and design to provide recognizable experiences across all our linking journeys.
• Improved and simplified copy that provides enhanced guidance to the user going through the flow.
• Autogenerated username and password values the user can copy and paste to remove ambuguity.
• Deep links in the linking journey take users directly to the pages they need to execute the steps of the flow.
• Links to end user documentation that supports your customer in their journey and allows them to troubleshoot as they go.

See our dedicated NetSuite, Sage Intacct, and QuickBooks Desktop end user documentation.

NetSuite

In addition to the above changes, the NetSuite flow now has:

• Reduced number of steps required to connect, simplifying user experience and increasing completion rates.
• Enhanced error management experience with improved guidance and direct links to self-serve resolutions.

Sage Intacct

The Sage Intacct linking journey has the following additional improvements:

• The connection is based on Sage's Web Services user, making the connection significantly less likely to expire and deauthorize.
• It caters for both user-based and role-based Sage Intacct company setups, adjusting the journey accordingly.

QuickBooks Desktop

QuickBooks Desktop connection flow now benefits from these additional enhancements:

• It is now tailored to multiple QBD access options and includes support for a new option.
• It has increased flow control, ensuring the user completes the step before proceeding to the next one.

Who is this relevant for?

All clients that have NetSuite, Sage Intacct, or QuickBooks Desktop integrations enabled.

How to get started?

The updated connection flows are already available to all out customers without any activation steps required.

If your clients are connecting to NetSuite, Sage Intacct, or QuickBooks Desktop today, they are already enjoying the new user experience.