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Getting Started with FlowLogik

Get your expense automation up and running in less than 5 minutes.

Step 1: Create Your Account​

  1. Visit app.flowlogik.com
  2. Click "Sign Up"
  3. Enter your email and create a password
  4. Verify your email address
  5. Start your 14-day free trial

Step 2: Create Your Organization​

After signing in, you'll be prompted to create your organization:

  1. Enter your organization/company name
  2. Choose your industry (e.g., "Accounting & Bookkeeping")
  3. Click "Create Organization"

Step 3: Connect QuickBooks Online​

Now let's connect your QuickBooks Online account:

  1. Go to "Settings" → "Integrations"
  2. Click "Connect" next to QuickBooks Online
  3. Sign in to your QuickBooks account
  4. Authorize FlowLogik to access your QuickBooks data
  5. Wait for initial sync (vendors, accounts, classes, locations)

What Gets Synced:

  • Chart of accounts (expense accounts, bank accounts)
  • Vendor list
  • Tax codes
  • Classes and locations
  • Payment methods

Step 4: Upload Your First Receipt​

Let's process your first expense:

Upload via Web​

  1. Go to "Inbox" in the sidebar
  2. Click "Upload Documents" or drag & drop
  3. Select a receipt or bill from your computer
  4. Wait 3-5 seconds for AI extraction

Upload via Email​

Forward receipts to: inbox-[your-org-id]@flowlogik.com

(Find your unique email in Settings → Inbox Email)

Step 5: Review & Approve​

After upload, FlowLogik extracts:

  • Vendor name (auto-matched to QuickBooks vendor)
  • Amount (including tax)
  • Date (transaction/receipt date)
  • Payment method (cash, card, etc.)
  • Line items (itemized purchases)
  • Tax amount
  • Currency

Review the extracted data:

  1. Verify vendor, amount, and date
  2. Select the GL account (e.g., "Office Supplies", "Meals & Entertainment")
  3. Add class/location if needed
  4. Add notes or reference numbers
  5. Click "Approve" or "Route for Approval"

Step 6: Sync to QuickBooks​

If you approved the expense:

  1. Click "Sync to QuickBooks"
  2. The expense appears in QuickBooks instantly as a Bill or Expense
  3. Check QuickBooks to verify

What Gets Created in QuickBooks:

  • Expense or Bill (depending on payment status)
  • Vendor record (if new)
  • Receipt attachment (linked to transaction)
  • All GL coding, classes, locations

Step 7: Set Up Approval Workflows (Optional)​

Route expenses to managers for approval:

  1. Go to "Settings" → "Approval Workflows"
  2. Click "Add Rule"
  3. Set conditions (e.g., "Amount > $100")
  4. Select approver(s)
  5. Save rule

Now expenses over $100 will route to the selected approver before syncing to QuickBooks.

What's Next?​

Upload More Receipts​

Process all your outstanding receipts. Bulk upload supported.

Set Up Email Forwarding​

Forward receipts from Gmail/Outlook automatically.

Invite Your Team​

Add team members in Settings → Team. Assign roles (Admin, Approver, Viewer).

Match Credit Card Transactions​

Import credit card statements and match to receipts automatically.

Schedule Month-End Close​

Set reminders to process all pending expenses before closing the books.

Next Steps​

Need Help?​

📧 Email: support@flowlogik.com 💬 Live Chat: Available in the dashboard 📺 Video Tutorials: Coming soon

Common Issues​

Can't connect integration?​

Make sure you have the correct API keys and permissions for the service you're connecting.

Workflow not triggering?​

Check that your workflow is activated (toggle switch in workflow list).

Need more help?​

Contact us at support@flowlogik.com