Adam is your AI Accounting Assistant, helping you automate tasks and streamline your workflows without leaving your existing software. You don’t need to start from scratch; sign up using your QuickBooks account and connect both platforms in minutes. Here’s how:
Step-by-Step Instructions
Visit the Adam Login Page
Go to the Adam website and click Login.Select “Continue with QuickBooks”
On the login screen, click the Continue with QuickBooks button. This action will redirect you to the Intuit login page.Log in to Your QuickBooks Account
Enter your QuickBooks credentials and click Sign In. You may be asked to authorize Adam to access your QuickBooks data.Approve Authorization
Review the access permissions requested by Adam and click Connect. This gives Adam permission to securely access your QuickBooks data.You’ll be redirected back to Adam
Once authorization is complete, you’ll land on your Adam dashboard.Complete the Setup
Click Complete Setup to finalize your account. A modal will pop up with three options for handling your QuickBooks data:Migrate Data: Adam will import all historical records from QuickBooks.
Just Use Adam: Start fresh, no data is pulled from QuickBooks.
Maintain Sync with QuickBooks (Recommended): Adam will import historical data and keep both platforms synced going forward.
Choose the option that best suits your business needs to proceed.