Connect to Dropbox:
FloQast is built on top of Dropbox to ensure Enterprise level security for your documents. When you first sign up for FloQast you will be prompted to authenticate your Dropbox credentials.
Once this is completed, the owner of the Dropbox account will need share the FloQast folder with the rest of the team. You will not be able to use the reconciliation functionality without this being done:
Once you’ve been invited to the folder, a “FloQast” folder will appear in your folder tree and will be used as the parent folder for your engagement. Don’t forget to install Dropbox to make everything appear on your desktop:
Work on Your Desktop & Sync to FloQast:
The folder structure in FloQast will mirror the folders in Dropbox on your desktop. Each new close period, this will be replicated and automatically created in Dropbox. By centralizing the different pieces of your close, FloQast will help you save your supporting documentation the same way each month and guarantee it always ties to your General Ledger.
Additionally, if the files saved within Dropbox are not syncing back to FloQast, you can right click on the Dropbox icon and then click the gear icon in the top right.
This status indicates if the files are synced or not, and you can exit Dropbox and restart it if you need to.