PayorCRM Guide
  • Introduction
  • Connecting PayorCRM to your Accounting Software
    • QuickBooks Online
      • Data sync
      • Sync Processing fees
    • QuickBooks Desktop
      • Data sync
      • FAQ - QB Desktop Setup/Sync
    • Netsuite
      • Obtain Consumer Key and secret
      • Obtain Token key and secret
      • Add PDF generation Restlet code to Netsuite
      • Optional Steps
        • CC Processing fees sync
        • Obtain Netsuite subsidiary id
    • Other accounting software
  • Setting up payments
    • Setting up Stripe
    • Setting up Authorize.Net
    • Setting up QuickBooks Payments
    • ACH - Direct bank integration
    • Setting up Braintree card processing
    • Setting up Cybersource card processing
    • Other payment service providers
  • Setting up Invoice reminders
    • Quick step by step Tutorial
    • Sample Email reminder rules
    • Setup Email Templates
    • Using the default Invoice Reminder
    • Rule creator UI
    • Sending an invoice reminder manually
  • Setting up Automated statements
    • Quick step by step tutorial
    • Sample Statement rules
    • Enabling Default Statement Automation Rules
  • Setting up Auto/Recurring payments
  • Inviting customers to your Billing portal
    • Quick Video Tutorial
    • Inviting customers automatically
    • Inviting customers manually
      • Invite customer using self registration link
    • Multi customer account access
  • Manual Collections
    • Track Invoice opens/Email opens
    • Adding Collection Notes
    • Share files with your customer
      • Link Shared files to invoice
    • Allocating follow up tasks manually
  • API integration
  • How customers pay you
    • From within email using saved card/bank acct
    • Through Customer Portal
  • Branded Customer portal
  • Miscellaneous
    • Managing customer access
  • Advanced settings
    • Using your own Email Server
    • Credit Card surcharge and Late fees
    • IMAP settings
  • FAQ
    • Email Payment Link Errors
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  1. Connecting PayorCRM to your Accounting Software

QuickBooks Desktop

PreviousSync Processing feesNextData sync

Last updated 9 months ago

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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 solutions@payorcrm.com 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.

File -> Update Webservices
Click on "Add an application" button
Click update selected