Enable your end customers to manage their balances and expenses for deposit and credit accounts on Unit within the accounting or budgeting products they already use - quickly and easily.
The end customer logs into the relevant Intuit product and then selects to connect a new bank account.
Within the Intuit directory, they will search for and select your brand name, and enter the mobile phone number associated with their account.
A verification code will be sent via SMS for your end customer to enter in the Intuit UI to authenticate to their account.
Account information and other transaction data will then automatically be published to Intuit.
- Mint will pull 90 days of transaction history.
- For Quickbooks, your end customer can select a timeframe to import.
At any time your end customer can revoke Intuit's access to their account on Unit.
Intuit connectivity is a hands-off integration that Unit facilitates. Contact your Customer Success Manager if you would like to enable Intuit for your organization.
Once your end customer authenticates, Intuit will pull their account information directly from Unit.
Provide your Customer Success Manager your:
- Brand name
- 400px x 400px logo for Intuit's directory
- Login URL (or n/a if mobile only)
- Home page URL (or n/a if mobile only)
- Customer support phone number (if available)
Intuit advises that your logos may take a couple of days to load once the connection is live.
You may control the way the account name is sent to Intuit.
Unit will assign a name to each account by using the following values (in order of precedence):
officialNametag on the account
purposetag on the account
creditTermsof the account
In order to control the official account name, set the
officialName tag to the name you choose. Please make sure the name is unique (within the same customer). If the name provided is not unique, Unit would add a sequence number as a suffix.
In order to hide an account, set a
hide tag on the account to true.