Using RightTick with QuickBooks Online.

Go to Log in. You can sign in three ways:

• with your email address and password;
• with a one-time link: select Email me a sign-in link;
• with Sign in with Intuit, using your QuickBooks sign-in. If you're new, your RightTick account is created with your Intuit email address.

If you already have a RightTick account with the same email address, the first time you use Sign in with Intuit you're asked to log in to it once, with your password or an email link. After that, Sign in with Intuit opens it straight away, including from QuickBooks.

Forgot your password? Select Forgot password? on the log in page, then Email me a reset link. To add a 6-digit code from an authenticator app, go to Your account and turn on Two-step sign-in. Lost the phone with your authenticator app? Email support@righttick.app from your account's address and we'll help you back in.

1. On Your clients, select Connect to QuickBooks (or Connect another client).
2. Sign in with Intuit and choose the client's company.
3. Approve the connection. RightTick reads the company's books and builds its 13-week forecast.

RightTick only reads: it never creates, changes or deletes anything in QuickBooks. It works with QuickBooks Online companies that use US dollars only, with multi-currency switched off. A company that uses another currency, or has multi-currency on, isn't connected, and the app tells you why.

By connecting a client's company, you confirm that your client has agreed.

On Your clients, select Sync now next to a client to read its latest changes from QuickBooks and rebuild the forecast.

If a sync doesn't finish, try Sync now again. If it keeps failing, select Check connection. A client marked Reconnect needed has lost its connection, for example because it was disconnected in QuickBooks: select Connect to QuickBooks for that client and sign in again. Nothing else needs to be set up again.

Your clients shows every client's cash today, its lowest point in the next 13 weeks and its run rate, coloured On track, Below safety line or Out of cash. Select Open the client to see its forecast.

Summary shows the headline numbers, money in and out each week, and what needs attention. The short summary is written by AI from the forecast's own numbers, and every number in it is checked against them.

Change a week. In By category or By customer & vendor, click a week's amount on an income or expense line, type the new amount and press Enter. An edited week shows a dot; select ↺ to undo it.

Safety buffer. The safety line each week is that week's spending plus the buffer. Set it under Safety buffer and select Save.

Possible one-offs. Large or unusual past items are listed under Possible one-offs to review. Select Leave out to keep one out of the forecast, or Keep. Your choices are listed under Your decisions, where Undo reverses them.

Viewers see the same forecast, without the editing.

Download spreadsheet gives you the forecast as a spreadsheet (.xlsx) with live formulas. Share emails the forecast and its workbook to people you choose, such as the company's owner. They get the forecast as it was that day; they can't sign in or see anything else. Each share is listed on the client, with who sent it and to whom.

Owners of a workspace manage its people on the Team page. Under Invite someone, invite:

• someone in your firm, who sees every client, as an Owner, an Editor or a Viewer;
• a client guest, who sees only the clients you tick, and who can view or can change them.

The invitation link works for 7 days. You can change someone's role, change a guest's clients, remove someone, or cancel an invitation on the same page. A workspace always keeps at least one owner.

If you're in more than one workspace, Your clients shows your own clients first, then a section for each other workspace, with your role in it.

Select Disconnect from QuickBooks next to a client on Your clients. You can also disconnect RightTick from inside QuickBooks. Either way, the sign-in tokens are deleted straight away and the data RightTick read is deleted within 30 days.

To reconnect, at any time:

1. On Your clients, find the company and select Connect to QuickBooks.
2. Sign in with Intuit and choose the same company.

To close your account, or to have a company's data deleted straight away, email support@righttick.app. When an account is closed, everything is deleted within 30 days. The privacy policy has the details.

Email support@righttick.app, or select Help at the top of any page in the app. We reply within two business days. Tell us the client's name and what you expected to see; never send a password.