Introduction
Connecting PayorCRM to your Accounting Software
Setting up payments
Setting up Invoice reminders
Setting up Automated statements
Setting up Auto/Recurring payments
Inviting customers to your Billing portal
Manual Collections
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
FAQ
- Email Payment Link Errors

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Connecting PayorCRM to your Accounting Software

QuickBooks Desktop

PreviousSync Processing fees NextData sync

Last updated 4 months ago

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.