Managing multiple QuickBooks Online (QBO) companies across different states can be complex for MSOs. Until now, any QBO company connected in Canix appeared across all facilities in an organization—causing confusion, errors, and misaligned reporting.
With our latest update, you can now assign QBO companies to specific facilities.
How it works:
- Connect a QBO company once, then select which facilities it should apply to.
- By default, all facilities you have access to are selected—you can deselect as needed.
- Only users with access to a facility will see the QBO companies tied to it.
- Facility assignments can be updated anytime from the integration page.
- All changes are logged for clear visibility and accountability.
The result:
More accurate reporting, streamlined accounting, and reduced risk of cross-state mix-ups—especially for MSOs managing multiple QBO instances.
This update brings QBO integrations in line with our LeafLink workflow, ensuring consistency and control across your financial operations.
