Connect to a client's IRIS KashFlow account

You can link a client to IRIS KashFlow Connect to import trial balance data directly into IRIS Elements Accounts Production without downloading a CSV file first. The link is made from the Client connection manager widget on the client dashboard.

If you haven't set up a practice-level IRIS KashFlow Connect connection in Integrations, signing in during the steps below creates it automatically.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients and select the client you need.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. In the Client connection manager widget on the Dashboard, from the Connect to dropdown, select KashFlow Connect, then select Connect.
4. In the IRIS KashFlow Connect dialog, enter the IRIS KashFlow Connect email address or username and password, then select Sign in.
5. Select the IRIS KashFlow client to link to this client record.
6. Select Confirm.

After the link is confirmed, the widget displays the connected source, client name, and email address.

Disconnect a client from IRIS KashFlow Connect

In the Client connection manager widget on the client's Dashboard, select Disconnect.