How a customer connects a QuickBooks company or renews a connection, the confirmation step, and the messages a customer can meet on the way, with what to tell them.
DashboardAvailable
Connecting hands Haruno read access to one QuickBooks company. Only an organization admin can do it. A person with no shared organization is their own admin. A member sees "An administrator of your organization adds QuickBooks companies here." instead of the button.
Connecting a company
Press Connect to QuickBooks
It is Intuit's own green button, at the foot of the list. The page says "Opening QuickBooks…" and the browser moves to Intuit's page. Once a company is listed, the words "Connect another company" sit beside the button.
Choose the company on Intuit's page
Intuit asks the customer to sign in and to pick one company. A customer with several companies repeats the whole connection for each.
Confirm on the dashboard
The browser returns to the QuickBooks page with a panel: "Add this company to your portfolio?" and "A QuickBooks company was authorised. Nothing is added until you confirm here, signed in to the Haruno account that started this."
Press Add company
The company appears in the list with the line "Harbor Coffee Roasters is connected." Not now adds nothing.
The confirmation panel.After pressing Add company.
The confirmation exists so a sign-in made in the wrong browser or the wrong Haruno account cannot add a company to someone else's portfolio.
Connecting from the app
In the Mac or Windows app, Add company ▸ From QuickBooks can start the same sign-in. After the customer chooses the company on Intuit's page, the browser shows a Haruno page that says "QuickBooks sign-in received. Nothing is connected yet: open the Haruno dashboard and confirm adding this company." The customer opens the QuickBooks page, where the same panel is waiting, and presses Add company. The Mac app waits for that, for up to ten minutes. After that the sign-in runs out and the customer starts again.
Reconnecting
A company whose status line is orange has a Reconnect button. It runs the same steps, but for that company. Intuit's page must be signed in to the same company, or the page says "That is a different QuickBooks company. To reconnect, choose the same company as before." and nothing changes.
Messages and what they mean
The result is a coloured note at the top of the card: green for success, blue for information, red for a problem.
A refused reconnect.
What the customer sees
What to tell them
"…was already connected. If the company you meant uses a different QuickBooks sign-in, sign out of QuickBooks in this browser and connect again."
The browser was still signed in to QuickBooks as a company that is already listed. Sign out of QuickBooks in that browser and connect again.
No company was connected. If you cancelled on QuickBooks, nothing changed.
They closed or cancelled Intuit's page. Nothing was added.
That sign-in is no longer available — it took too long, or it was started from a different Haruno account. Please connect the company again.
Start again, signed in to the same Haruno account throughout.
This QuickBooks sign-in was started from a different Haruno account, so nothing was added.
Sign in to the account that started it, or start again.
On a plain Haruno page, not inside the dashboard: "Sign-in failed. This sign-in link is invalid or has expired."
The link Haruno opens works once, and only in the browser where the person pressed Connect. Reloading it, opening it again or finishing the sign-in in another browser stops here. Go back to the dashboard and press Connect again, in the same browser.
This sign-in may not have finished. If the company isn't listed, connect it again.
A repeated page load. Check the list, and connect again if the company is missing.
Couldn't reach QuickBooks to finish connecting. Please try again.
Intuit did not answer. Try again.
QuickBooks can't be connected right now. If this keeps happening, contact Haruno support.
Tell the team.
QuickBooks didn't accept the app used for this connection. If your organization registered its own QuickBooks app, ask an administrator to check it. Otherwise, contact Haruno support.
Tell the team.
The QuickBooks app changed while you were signing in. Please connect again.
Connect again.
Only an administrator of your organization can do that.
The person is not an admin.
On a test version of Haruno, the page can say "This Haruno server connects only QuickBooks sandbox companies, and QuickBooks production isn't enabled for you here." A customer on the live service should not see it. A reconnect can also be refused with a note that the company and the app are in different QuickBooks environments (test or live). Nothing is changed in that case.