Go to app.layernext.ai. Enter your name, email address, and a secure password, then click "Create Account." You'll be taken to your company profile setup immediately.
Enter your company name and select your country from the dropdown.
When you're ready, click "Continue" to move to the next step.
A 6-digit verification code will be sent to your email. Enter the code in the field shown. LayerNext will automatically verify your account and move you forward.
To keep your account secure, enter your mobile number and click "Send Verification Code."
Enter the 6-digit code sent to your phone. Once verified, click "Continue."
Click "Connect" to link your QuickBooks account.
You'll be redirected to log into QuickBooks and authorize the secure connection.
Once authorized, LayerNext will begin syncing your data this usually takes less than 3 minutes.
Once synced, LayerNext presents a clear summary of what it found, your revenue streams, current financial structure, and any critical issues flagged during the initial audit of your QuickBooks data.
Click "Continue" to proceed.
LayerNext will show you a list of common financial pain points. Select one and LayerNext will demonstrate a solution in under 60 seconds.
Click "Next" to access your unique LayerNext email inbox. Forward any digital invoices or receipts to this address and they'll be automatically added to your QuickBooks, no manual entry needed.
Click "All Done" to complete your setup.
Watch our step-by-step video tutorial to see the full setup and QuickBooks integration in action.