FAQ

Yes! You can start to Track Classes if you have the QuickBooks Online Plus version. These features are not available in Simple Start and Essentials. Location Tracking and Class Tracking lets you track your income and expenses. This is found in Account Settings > Advanced > Categories > Select Track Classes and Save.

Step 1: Go to https://appcenter.intuit.com/iloanmanager

Step 2: Click Get App

Step 3: Enter your Intuit QuickBooks Online username and password to sign in

Step 4: Select the Company you want to connect to iLoanManager > Click Next

Step 5: Click Connect to authorize iLoanManager access to yourQuickBooks Online company

Note: Intuit requires your account to be a QuickBooks Online Plus subscription

Step 6: Welcome screen appears

Step 7: Click Create Loan in the menu bar

Step 8: Fill in the 5 steps with your loan details

Step 9: Once finished your loan will be under Current Loans to view details and post entries

iLoan Manager is available on Xero App Marketplace

Visit: https://www.xero.com/us/marketplace/ and search for ‘iLoanManager’

Once the app is connected, click “Create Loan” and enter in all loan information then save.

If you have questions or need support for iLOANMANAGER, we are here to help you. Please visit, iloanmanager.zendesk.com to submit a trouble ticket.