In order to launch the FinancialLink program to connect with your desktop Accounting Software users will need to install a small Chrome extension (the extension is not necessary for QuickBooks Online, Xero, nor Excel). Users will prompted with the following steps the first time they connect. The install only takes a few steps:
- When Chrome users start a new Finagraph or Borrowing Base, they'll be presented with a notice that the new extension is available. Click the link to download the setup file.
- Once Downloaded, the file will appear in the gray bar at the bottom of your Chrome window. Click the button for the file to continue.
- Windows may prompt you to verify that you want to run the FinancialLink_Setup.exe. Click Run to continue with the install.
- The Chrome extension and FinancialLink are both setup at the same time. Click Start Setup to continue. For reference, the link to the Extension is:
https://chrome.google.com/webstore/detail/financiallink-launcher/giflbejokjgiappgpnogdgiehgkoibea
- The extension will need to be installed from the Chrome WebStore. Follow the link on the Setup window to go to the Webstore.
- The link will direct you to the FinancialLink Launcher in the WebStore. Click the blue "Add to Chrome" button in the upper right.
- Chrome will prompt you to confirm the installation of the FinancialLink Launcher extension. Click Add to finish the install process. Note: this confirmation window may appear on a different monitor from where you started the install.
- The button in the WebStore will change to a green "Added to Chrome" indicating it's finished.
- Look for the Finagraph icon on your taskbar to return to the FinancialLink Setup window. Then press continue to complete the install process.
- In moments, you're finished. The setup process will announce when it's done then forward you back to either your dashboard or the import screen where you started.
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