QuickBooks Desktop

Connecting to QuickBooks Desktop

To be able to connect to QuickBooks Desktop you may need to complete the following steps

Open QuickBooks Desktop and Go to File -> Update Webservices

• Click on the "Add an application" button and select the qwc file for your account. Reach out to [email protected] to obtain your account's QWC file.

• In the next screen that appears you would need to select the radio button as shown in the pic below to ensure your data is updated on the PayorCRM portal

• On the below screen, click on the password field and add your QWC access password

• Click on the button "Update selected"(top-left) after selecting "PayorCRM Integrator" to refresh the data on PayorCRM portal

• Login to PayorCRM to check if all your data(invoices and customers) are visible on the portal. Refresh the page in case you are not able to see the data. The first sync may take up to a few hours depending on the amount of data that needs to synced.