FAQ

To manage specific permissions for each role:

1. Go to the Settings menu from the left sidebar.
2. Click on the Roles Management tab.
3. Select the role you want to edit (e.g., Admin, Editor, Viewer).
4. Adjust the permissions by toggling options on/off.
5. Click Save to apply changes.

There are two options to integrate your store with QuickBooks:

• Option 1: From the Financial Pages
  1. Log in to MetricsNavigator.
  2. From the left menu bar, click “Financials.”
  3. Open either the “Income Statement” or “Balance Sheet” section.
  4. At the top of the page, click “Connect to QuickBooks.”
  5. You’ll be redirected to QuickBooks—sign in and authorize the connection.
  6. Your store will now be integrated with your QuickBooks account.
• Option 2: From Settings > Integrations
  1. Log in to MetricsNavigator.
  2. From the left menu bar, click “Settings.”
  3. Go to the “Integrations” tab.
  4. Under QuickBooks Online, click “Connect.”
  5. Follow the prompts to authorize and link your QuickBooks account.
• Troubleshooting Tips:
  • Make sure you're logged into the correct QuickBooks account before connecting.
  • If the connection fails, try refreshing the page and reconnecting.
  • You can always disconnect and reconnect QuickBooks from the Integrations tab.

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There are two ways to connect your Shopify store to MetricsNavigator: