Integrations

Integrating with Toast - Set up a new user
In order to connect with Toast, you will need to create a new user. 1.  Select User from the Side Bar on any screen. 2.  Select Employees 3.  ...
Wed, 30 Apr, 2025 at 12:48 PM
How To Connect QuickBooks Online and clickBACON
To import data from QuickBooks Online, you will need to connect your clickBACON account to your QuickBooks Online account first. To do this, click on the ge...
Wed, 16 Jul, 2025 at 5:19 PM
How To Disconnect QuickBooks from clickBACON
This will disconnect your QuickBooks and clickBACON account and prevent any further importing of data into your clickBACON account. Click on the gear ic...
Thu, 17 Jul, 2025 at 7:50 AM
How to import data from QuickBooks into clickBACON
This is the harder part of the setup so please bear with us.  Once this is done, you won't have to worry about it again. This is where we're goi...
Fri, 18 Jul, 2025 at 10:05 AM
How to add a guest user in Wells Fargo
If we are handling your bookkeeping for you, you will need to create a user for our team. Log into your account Click on SECURITY & SUPPORT → US...
Wed, 9 Jul, 2025 at 6:17 PM
How to add a user in Bank of America
If we are handling your bookkeeping for you, you will need to create a user for our team. Log into your account Click on BUSINESS SERVICES → ADD NEW...
Wed, 9 Jul, 2025 at 6:32 PM
How to force an update from QuickBooks
Click on the gear icon at the top of the page then click SETTINGS Click the green Update from QuickBooks button. You can choose to upda...
Thu, 17 Jul, 2025 at 8:43 AM
Integrating with Aloha - Setting up a new user
In order to integrate with Aloha, you will need to set up a new user. 1.  Select System Setup from the left hand navigation. 2.  Select USER AC...
Tue, 29 Jul, 2025 at 12:41 PM
How to add BACONBooks to your QuickBooks Online file
If you are a BACONBooks client, you will need to add us to your QuickBooks File.   1.  Log into your account.  Click on the gear icon then choose MANAGE...
Tue, 29 Jul, 2025 at 4:06 PM
Setting Up Report Scheduling for Aloha POS Integration
Because Aloha POS isn’t cloud-based, we can’t connect to it directly like we can with other POS systems. If you’ve created a user account for our team, we’l...
Thu, 31 Jul, 2025 at 11:48 AM