The order in which a new customer gets set up on the dashboard: sign in, form an organization, invite people, connect QuickBooks and sign in the desktop app. Each step links to its page.
This is the path a new customer follows on the dashboard at haruno.ai/dashboard, from nothing to an app that is signed in and a QuickBooks company ready to bring into the books. Each step names the page that explains it.
Drawing the diagram…
Text version of this diagram
flowchart LR
A[Sign in with Google] --> B[Invite a colleague]
B --> C[Connect QuickBooks]
C --> D[Install the app]
D --> E[Authorize the app]
E --> F[Add the company in the app]
1. Sign in
The customer opens the dashboard and presses Continue with Google. The first time, this creates their account. There are no passwords. See Signing in with Google.
They land on Usage. If they have no plan yet, it says "No active plan". A plan is arranged with our team, or comes from a code. See Redeem a code and Plans and billing.
2. Form an organization (when more than one person works)
Everyone already has a personal organization, named after them. To work with others, the customer opens Organization, types a colleague's email and the organization's name, and presses Send invite. That turns the personal organization into a shared one. See Your personal organization.
Haruno sends no email. Tell the colleague to sign in to the dashboard with Google, using the address that was invited. They then see a banner and press Accept. See Invitations.
The colleague can bring their own QuickBooks companies along with a tick box.
On QuickBooks, an admin presses Connect to QuickBooks, chooses one company on Intuit's page, and confirms with Add company. They repeat it for each company. Everyone in the organization sees the same companies. It can be done before or after step 2: companies connected in a personal organization move into the shared one when the first person is invited. See QuickBooks companies and Connect a company.
4. Install the app and authorize it
On Account, the Get the app card offers Download for macOS. There is no Windows button there. In the app, the customer presses sign in. The browser opens a page asking "Authorize this device?". They press Authorize. See Profile and plan and Approve a desktop app.
Each signed-in computer is listed under Devices, and can be signed out there. See Devices.
5. Bring a company into the books
In the app, the customer chooses Add company ▸ From QuickBooks. The companies connected in step 3 are offered. The app fetches the company's months. Closing a month puts it in the books. See Portfolio and company pages.