FynOps for Chrome

Work on client books in QuickBooks Online alongside your FynOps connection. Capture fills a FynOps Pricing quote from the Accountant pages you already read, with the source of every value, and the reconciliation assistant matches the reconcile page against FynOps records.

Install and sign in

Open the FynOps listing in the Chrome Web Store and click Add to Chrome. Your FynOps contact can send you the link.
Pin FynOps from the Extensions menu in the Chrome toolbar, then click its icon to open the side panel.
Sign in with your FynOps account. If you are already signed in to FynOps in the same Chrome profile, the extension can use that sign-in.
Choose the FynOps workspace you capture for. The extension remembers your choice until you change it or sign out.
Read the disclosure that explains what the extension reads, sends and changes, and accept it. Nothing is read or sent before you accept.

Supported pages

The extension works on these QuickBooks Online pages for a client you can access. It does not run on any other site.

Client overview

Bank feeds, bank and book balances, bank feed items waiting for review, unreconciled items, reconciled through dates, common issues and transaction volume for the date range shown.

Transaction review

Books review > Transaction review

Bank transactions to review and the issues that need attention, such as uncategorized transactions and transactions without payees, for the review period shown.

Account reconciliation

Books review > Account reconciliation

Unreconciled items and reconciled through dates for bank and credit card accounts and for other balance sheet accounts.

Reconcile

Reconcile an account

The reconciliation assistant matches the transactions listed for the statement you are reconciling against FynOps records and ticks the matches for you.

Use the capture checklist

In QuickBooks Online Accountant, open the client and go to one of the supported pages. The side panel shows the checklist of supported pages and enables Capture once the page has loaded.
Click Capture. Before the first page of a capture is sent, choose who it is for: an existing client in your workspace, or a new prospect. FynOps suggests the best match for the company name the page shows, and a prospect name starts from that name so you can edit it.
Review the summary of what will be sent, such as the number of sections, tables and rows, and click Send. After the first confirmed send you can turn this confirmation off, and turn it back on in the extension settings.
Tables that span several pages are read page by page: the extension clicks through the pages and then returns the table to its first page. Keep the tab open until the capture finishes.
Repeat for the other supported pages. Each page shows as Not captured, Captured, Partial or Failed, with the company name and the time it was captured. Capturing a page again replaces that page in the same capture.
When every page is captured, click Open in Pricing. FynOps starts a new quote with the capture applied, and every pre-filled value shows where it came from so you can keep, change or replace it.
To capture another client, start a new capture. The previous capture stays in FynOps.

Use the reconciliation assistant

In QuickBooks Online, start reconciling an account and open the FynOps side panel. Choose the client company in FynOps that matches the QuickBooks company.
The assistant lists the transactions shown on the reconcile page. Nothing is sent to FynOps yet.
Click Match & Check. FynOps matches each transaction against its records by amount, date and reference, and the assistant ticks the reconcile checkboxes of the matched transactions on the page.
Review what was ticked and the transactions that did not match, then finish the reconciliation in QuickBooks Online.

What is sent to FynOps

Works on supported QuickBooks Online pages: Client overview and Books review for capture, and the reconcile page for the reconciliation assistant.
When you click Capture, it reads the page: the visible text of headings, section text, tables, labelled values and date-range fields, plus the page address and title. When a table is split into pages, it clicks through the table's pages to read every row, then returns the table to its first page.
While the side panel is open, a check in your browser reads the page's section headings to recognize a supported page and turn on Capture.
The reconciliation assistant reads the transactions listed on the reconcile page (date, reference, description and amount) while its panel is open on that page, and sends them to FynOps when you click Match & Check.
When you ask it to, it ticks the reconcile checkboxes of the matched transactions on the open page. You review them and finish the reconciliation in QuickBooks Online.
Data is sent to FynOps over HTTPS for the workspace and company you selected. For captures, FynOps keeps a summary of the books, such as account counts, reconciled through dates and transaction volume.
Raw captures are kept for 30 days and then deleted automatically. The derived summary is kept until you delete the capture, and you can delete captures in FynOps at any time from Pricing, on the Captures tab. Reconcile page transactions are used for the match and are not stored.
Use of the data follows the Chrome Web Store User Data Policy, including the Limited Use requirements.
Your FynOps sign-in tokens are stored in the browser's extension storage and cleared when you sign out.

Read the full details in the FynOps Privacy Policy.

Troubleshooting

Not signed in

Click Sign in in the side panel and use your FynOps email and password. If your session expires while a page is being sent, sign in again and the extension finishes sending the page it already read.

No workspace

Your FynOps account is not a member of a workspace yet, or no workspace is chosen. Ask your firm administrator to invite you, then choose the workspace in the side panel.

Not permitted

Capture needs Pricing to be enabled for the workspace and a role that can create pricing quotes. Ask your workspace administrator to enable Pricing or update your role, then reopen the side panel.

Page not recognized

Capture is enabled only on the supported pages listed above. Open the client in QuickBooks Online Accountant, go to a supported page, and wait for it to finish loading. If the page was redesigned and is no longer recognized, contact support.

Partial capture

Some rows or sections were not read: a section was collapsed, a very long table reached the page limit (capture reads up to 50 pages of each table), a table page took too long to load, or the page was too large to send in full. Expand collapsed sections, wait for the page to finish loading, and capture the page again to replace it.

Offline

The extension cannot reach FynOps. Check your internet connection, then capture or send the page again once you are back online.

Reconciliation assistant not available

The assistant needs the Reconcile app enabled for the workspace and a role that can reconcile the chosen company. Ask your workspace administrator to enable Reconcile or update your role. If the assistant cannot read the reconcile page, wait for it to finish loading, show all transactions for the statement, and reopen the side panel.

Contact support

Email walt@fynops.com or call 1-888-250-5601. Tell us which page you were on and what the side panel showed. Please do not send screenshots of client books unless we ask for them.

The FynOps extension is a product of FynOps, Inc. It is not affiliated with, endorsed by or sponsored by Intuit Inc. QuickBooks and QuickBooks Online are trademarks of Intuit Inc.