A member opens app.clayrfi.ai and signs in.
Open Setup, then Data Integrations, and connect QuickBooks Online for the active company. The first sync is a queue. It does not start the moment you connect.
The header shows the active company. Choose another company in the same workspace from that menu. Screens then follow the company you selected.
Open Performance Review. Revenue is on the Revenue tab. Costs are on Cost of Sales and Operating Expenses.
Ask Clayr, in the header, answers questions about the connected books for the active company.
If a QuickBooks sync is still running, wait until it finishes. For anything else, email [email protected].