Adding your first Organisation

We’ll be guiding you through adding your first Quickbooks or Xero Organisation so that your data can start syncing with FUTRLI. Once your data has been added you’ll be able to start using it.

Written by Ross MacLeod

Adding your first Organisation: Xero, QuickBooks, MYOB and more

Learn how to connect a QuickBooks, Xero or MYOB Online Organisation to FUTRLI for the first time and start creating beautiful reports, building three-way forecasts and setting up alerts to manage your business on auto-pilot

Written by Hannah Dawson

Does FUTRLI work with FreeAgent?

You can export your Financial Data from FreeAgent and import it into FUTRLI via CSV. We refer to Organisations created in this way as Manual Organisations. Manual Organisations enjoy all of the functionality of a Xero or Quickbooks Organisation, with the exception of automatic syncing.

Written by Ross MacLeod

Does FUTRLI work with Kashflow?

You can export your Financial Data from Kashflow and import it into FUTRLI via CSV. We refer to Organisations created in this way as Manual Organisations. Manual Organisations enjoy all of the functionality of a Xero or Quickbooks Organisation, with the exception of automatic syncing.

Written by Ross MacLeod

Does FUTRLI work with Sage?

You can export your Financial Data from Sage and import it into FUTRLI via CSV. We refer to Organisations created in this way as Manual Organisations. Manual Organisations enjoy all of the functionality of a Xero or Quickbooks Organisation, with the exception of automatic syncing. Data

Written by Ross MacLeod

How do I manually sync an Organisation? (Bring new data in)

You can Manually sync an Organisation within the Organisations section of FUTRLI. Simply navigate to the Organisations section and click the ‘Sync Now’ button adjacent to the Organisation in question:

Written by Ross MacLeod

How do I remove an Organisation in FUTRLI?

Organisations can be removed in the Organisations section of FUTRLI. Organisations can only be removed by the Account Owner. When an Owner deletes an Organisation, that Organisation will also be deleted for all Admins and Users.

Written by Ross MacLeod

How often does FUTRLI sync with QuickBooks?

FUTRLI syncs with QuickBooks on a daily basis, pulling through any new data which has been added to your account in that time.

Written by Ross MacLeod

How often does FUTRLI sync with Xero?

FUTRLI syncs with Xero on a daily basis, pulling through any new data which has been added to your account in that time.

Written by Ross MacLeod

Uploading your first Manual Organisation / Trial Balance

You can create Organisations within FUTRLI using data from any accountancy platform via CSV. In this guide we’re going to walk through creating a manual organisation in FUTRLI for the first time and then importing data to.

Written by Ross MacLeod

What data can be imported into FUTRLI?

FUTRLI allows you create Organisations using data from Xero, Quickbooks or your accountancy platform of choice. You can also import additional non-financial data and upload budgets created elsewhere via CSV.

Written by Ross MacLeod