quickbooks desktop app connect to online

There’s nothing more draining than having a mountain of work to get through and wasting precious hours driving to your clients’ offices. To view your Products/Services, click on Manage App from the Main Menu.Tax season is already stressful enough, with accountants working an average of 50 to 70+ hours per week, but it’s even worse when you factor in travel time. Your customer list from QuickBooks is now on your app. On iPhone/iPad, you get the message shown below. On Android, you will see the data downloading as you watch. Open the app, scroll to the bottom of the main menu and select Refresh from Cloud. We are using iPad screen shots, but the process is the same for Android apps. The next step is to bring the data from our cloud onto your device. You can access the tray by clicking on the up arrow in the lower right portion of your computer's task bar. When you close the Sync window, the InvoiceASAP Connector is now in your tray. Close the window, and the sync will continue to run automatically based on your settings. The sync was successful and the data is in our cloud. InvoiceASAP currently does NOT pull historical invoices or estimates.ġ0. VERY IMPORTANT: InvoiceASAP pulls customers, items, tax rates & payments from your QuickBooks. The sync starts and lets you know what step it is on as it progresses. When you click Done, the sync runs the first time automatically. If you do not want auto sync, simply uncheck 'Run AutoSync.' IMPORTANT NOTE: If you normally run in multi-user mode, you can set your QuickBooks, change your QuickBooks back to multi-user mode before clicking the Done button.ĩ.

Once a day, and you determine the time next to the Sync Daily option.

Next, you are asked to setup your auto-sync preferences. If you have a username, make sure you select the username the Connector will use. Select Yes, Always allow access even if QuickBooks is not running. If this is the first time you are connecting, QuickBooks will ask if you want to give InvoiceASAP permission to access your files.

Now, enter your username and password to InvoiceASAP and press Connect.Ħ. Next, go back to the Desktop and double-click on the InvoiceASAP QuickBooks Connector.Ĥ. The first thing to do is to open your QuickBooks.Ģ. It assumes that you have already downloaded the Connector on the same drive as your QuickBooks. This article shows how to get connected to QuickBooks Desktop and sync for the first time.

Quickbooks desktop app connect to online