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How It Works
Getting started on Level's copilot is super simple. Just sign up, connect your QuickBooks Online account and we'll do the rest.
Connect your QuickBooks Online account
Your new copilot, Cam, will guide you through the simple steps to get your QuickBooks Online account connected to Level.
Get Your Customized Rules
Our copilot will then scan your recent QuickBooks usage and customize which rules should be enabled for your business. Fine-tune your copilot with over 20 rules to choose from!
Action Your Alerts
Once a daily scan has been performed, check your email or the Level web app for items that may need your attention.
Action your alerts by clicking the link next to it so you can go straight to it in QuickBooks for easy reference.
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