Parting Pro

The Reports section gives funeral home admins a view of business performance and downloadable financial data, all in one place. This article explains how to use both tabs.

Reports: Business Insights and Financial Reports

A simple explanation of how your Finance Export supports your bookkeeping

Understanding How Accounting Works With Parting Pro

Learn what your finance export provides and how you can use it

Understanding Your Finance Export

Understand how to import your finance data into QBO through a third-party tool

Importing Your Finance Data into QuickBooks

Learn the basics of how to export your financial data from Parting Pro and import it in QuickBooks Online

Quick Start: Exporting Financial Data from Parting Pro to QuickBooks Online (via SaasAnt)

How do I export financial data from Parting Pro to import into Quickbooks?

⚙️ Advanced Walkthrough: Importing Financial Data into Quickbooks Online through SaaSant

Hillary Scalmanini

Jenny Edmondson

Understand your options when it comes to exporting financial data from Parting Pro

Exporting Financial Data

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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