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Getting started with Iris

Iris records orders from your online stores in QuickBooks Online. Everything in Iris belongs to an organization, usually your business.

Sign up

  1. Choose Start free trial on the Iris website.
  2. Enter your name, your email, your organization's name and a password.
  3. Tick the box to agree to the End User License Agreement and Privacy Policy, then choose Create account.

You become the Owner of the new organization. The free trial starts straight away, and you won't be asked for a card until it ends.

Verify your email

Iris sends a link to the address you signed up with. You need to open it before you can use Iris. If it hasn't arrived after a few minutes, check your spam folder, or choose Resend verification email on the screen that asks for it.

Set up two-factor authentication

Owners and Admins must use two-factor authentication. Iris takes you to Settings → Security to set it up before you continue. See Two-factor authentication.

Connect QuickBooks Online

Owners and Admins connect the QuickBooks company your sales should be recorded in. See Connecting QuickBooks Online.

Invited by someone else?

If someone invited you to their organization, use the link in their email rather than signing up. It creates your account and adds you to their organization in one step. See Inviting and managing members.