Advisacor Support Center

Sign in

Get help without getting stuck.

Request help, report issues, ask onboarding questions, submit feature requests, and track every ticket in one place.

Checking your session...

Response time SLAs

Business hours: Monday–Friday, 9:00am–5:00pm US Eastern Time, excluding US federal holidays.

SeverityDefinitionTarget first response
CriticalProduction down, data at risk, or blocking a customer close cycleWithin 4 business hours of ticket submission
HighFunctional but significantly degraded workflowWithin 1 business day of ticket submission
StandardQuestion, feature request, or non-blocking issueWithin 2 business days of ticket submission

Frequently asked questions

How do I connect my QuickBooks Online company to Advisacor?

From your dashboard, click "Connect QuickBooks" and complete the Intuit OAuth flow. Advisacor requests only the scopes it needs and will not access data beyond the connected company. You can disconnect at any time from the Apps page in QuickBooks Online.

What QuickBooks Online editions does Advisacor support?

Advisacor supports Simple Start, Essentials, Plus, and Advanced. Features that require Plus or Advanced (Classes, Locations, Projects, Custom Fields) are automatically disabled when your connected company is on a lower edition.

What data does Advisacor read from QuickBooks Online?

Advisacor reads accounts, journal entries, invoices, bills, payments, vendors, customers, items, deposits, transfers, and purchase orders from your connected QuickBooks Online company. See our Privacy Policy for the complete data-handling summary.

Does Advisacor write data back to QuickBooks Online?

Advisacor can write proposed journal entries back to QuickBooks Online only after you or a firm reviewer explicitly approves them. Nothing is written automatically. Multi-currency writebacks include the CurrencyRef and ExchangeRate values the transaction requires.

How often does Advisacor sync with QuickBooks Online?

Advisacor performs an automated Change Data Capture (CDC) sync once per hour per connected company. You can also trigger an on-demand sync from your dashboard.

How do I set up multi-factor authentication (MFA) for my Advisacor account?

MFA is required for firm administrators: Advisacor asks a firm administrator to set it up before they can use protected areas such as connecting QuickBooks Online. For every other user MFA is optional, and we recommend turning it on. Set it up from Account → Security with an authenticator app (Google Authenticator, Authy, 1Password, etc.). Your recovery codes are shown only once, when you set it up, so save them somewhere safe. You can generate a new set from Account → Security at any time.

How do I disconnect QuickBooks Online from Advisacor?

Disconnect from the Apps page in QuickBooks Online. Advisacor's access is revoked with Intuit and it stops reading from and posting to that company.

How long does Advisacor retain my QuickBooks Online data after I disconnect?

Disconnecting QuickBooks Online stops Advisacor from reading from that company, but it does not by itself delete the data Advisacor already holds. When you cancel your Advisacor subscription, we keep your data for a 30-day grace period and then delete it, as described in our Privacy Policy. You can also ask us to delete your data sooner. Operational logs (error records, intuit_tid traces, request traces) are kept for 90 days for troubleshooting.

Where is my Advisacor data stored?

Advisacor is hosted on Vercel (US) with the database on Supabase (AWS us-east-2). All data is encrypted at rest (AES-256) and in transit (TLS 1.2+). No customer data leaves the United States.

How do I get help if my review or QuickBooks Online connection is not working?

Submit a support ticket from this page. Advisacor automatically captures your account context, connected QuickBooks realm ID, browser, and the most recent intuit_tid from any Intuit API response, so our support team can diagnose your issue without a back-and-forth information exchange. See the "Response time SLAs" table above for how quickly we will respond.

Setup guides

Quick reference walk-throughs for the workflows Advisacor customers hit most often. If a guide does not resolve your question, submit a support ticket above.

Connecting your first QuickBooks Online company

Quick reference for the connect flow, required Intuit permissions, and what happens on the first sync.

Running your first review

How to trigger a review, what the review packet contains, and how to interpret findings.

Inviting your firm or bookkeeping team

How to add team members with reviewer roles and set default review persona.