QuickBooks Desktop
To be able to connect to QuickBooks Desktop you may need to complete the following steps
- Click on the "Settings" menu on the left pane after logging in
- Under the "General settings" tab click on the "Download QWC file" button to download the connector file required for Desktop connection
General settings -> Download QWC file
5.Open QuickBooks Desktop and Go to File -> Update Webservices
File -> Update Webservices
- Click on the "Add an application" button and select the qwc file you had downloaded from the portal
- 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 the same password you had used to create your account on PayorCRM
Enter your payorCRM admin account password in the red box
- Click on the button "Update selected"(top-left) after selecting "PayorCRM Integrator" to refresh the data on PayorCRM portal
Click update selected
- 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 after waiting for 5 - 10 min
Last modified 11mo ago