Running a sync with Quickbooks Desktop

After the sync dashboard has been installed in the same location/drive as your QuickBooks program, you'll use it to run your sync with Quickbooks Desktop.

To run a sync:

  1. Open the sync dashboard from the shortcut added to the desktop
  2. Open QuickBooks and log in to the company file as Admin and in single user mode
  3. Enter your login credentials or sync token
  4. Select the Organization name to sync to
  5. In the sync profiles box, select the profile to sync
  6. Select Sync