FAQ - QB Desktop Setup/Sync

I cannot find newly added invoices or customers in the app

This is most likely due to QuickBooks web-services application not syncing data to the app

To ensure that the sync is happening automatically ensure that

  • QuickBooks webconnector application is running in the background in your computer

  • Ensure that the current company file open in QB Desktop application is the one that you would like to be synced

How do i manually sync data to fix any sync issues

Click on PayorCRM option in the below screen and click on "Update Selected" button to manually sync.

Note - Please ensure that the correct company file that needs to be synced is open on QB Desktop before following the above step