You need to be the primary admin or a company administrator on the QuickBooks Online company file you're connecting. This applies whether it's your own farm's file or a client's, so it's worth confirming access before you start.

Yes, slightly. When you connect through Figured's integration wizard, you'll be redirected to Intuit's authorisation page. As an accounting practice, you'll select your QuickBooks Online Accountant company first, then your client's QuickBooks Online company, rather than picking a single company straight away.

Once you've made both selections and granted access, Figured starts the first sync with the client's file automatically. It's a different flow to a farmer connecting their own file directly, but it's still just two company selections rather than one.

No. Once a Figured farm is connected to a QuickBooks Online company, it can't be moved to a different one. If the wrong company gets connected, the fix is to create a new Figured farm and connect that to the correct company.

Yes. If a client runs multiple farming operations under one QuickBooks Online company, Figured's Multi-Farm feature uses QBO's location tracking to separate those operations within a single Figured file. Each farm gets its own production tracking and reporting, viewable individually or consolidated across the group.

The first sync pulls across your QBO file's full history, so it takes longer than every sync after it. Once that finishes, Figured settles into its normal speed of syncing automatically every few hours. If you're onboarding a file with several years of history, allow time for it to complete before setting up trackers or the chart of accounts.

Figured syncs with QBO automatically through a secure API, but you can trigger an immediate sync any time within the Figured app. You can also view your connections from the same menu to check how long a sync has been running. This is useful straight after reconciling transactions or changing your chart of accounts.