Before integrating QuickBooks Desktop with SignTracker, you must install the QuickBooks Web Connector, a free application provided by Intuit. This tool enables secure communication between SignTracker and QuickBooks Desktop, allowing seamless data syncing for invoices, payments, and customer information.
Step 1: Downloading the QuickBooks Web Connector
- Log in to the computer where QuickBooks is installed with administrative privileges.
- Download the QuickBooks Web Connector from Intuit’s official website or use the QuickBooks Integration section in the Admin page of SignTracker.
Step 2: Installing the Web Connector
- Open the downloaded file and follow the installation prompts.
- Once installed, verify that the Web Connector is running on your system.
Step 3: Connecting SignTracker to QuickBooks Desktop
- Open SignTracker and go to Settings > Integrations > QuickBooks Desktop.
- Follow the prompts to add the Web Connector to QuickBooks and establish the integration.
- Run a test sync to confirm that the connection is working properly.
Step 4: Additional Resources & Support
- Watch the tutorial video for a step-by-step walkthrough on installing and configuring the Web Connector.
Watch the Video
Comments
Please sign in to leave a comment.