Linking KashFlow Connect to IRIS Accounts Production

To establish the link between your KashFlow Connect account and IRIS Accounts Production follow these steps:

From within Accounts Production, go to “Setup” | “Practice Options“|”KashFlow

Enter your Kashflow Connect credentials in the window that appears.

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3. Click OK to close the Practice Options screen.

4. Enter the Client’s Details. Select Client | View

5. The following screen displays.  Click the Magnifying glass next to the KashFlow Client field.

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The following screen displays.

6. Select the Link to KashFlow client option.

7. Highlight the relevant client and click OK.

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8. Click Save.

9. Click Close to exit the Business Client Maintenance screen.

Please Note: These steps apply to any practice suite product excluding System Maintenance. For System Maintenance the option is found under “Practice” | “Practice Options” |KashFlow“.

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