iPoint tracks nearly every aspect of your business, from sales and service to invoicing and purchasing. However, the software utilizes QuickBooks to track financials, accounts payable, and payroll. iPoint gives you completely integrated two-way QuickBooks sync, natively in the app. In order to sync there is some setup that needs to occur in order for iPoint and QuickBooks.

In this section, we will cover settings as well as some of the basic functional processes of the iPoint – QuickBooks Sync.

To get started you need to connect to QuickBooks using one of two methods:

  1. QuickBooks Desktop is software downloaded to your computer. If you have multiple users, the QB database might reside on a server in your office. In order to sync with QuickBooks Desktop (including Pro, Premier, or Enterprise) You will need to install the iPoint QB Connector. Instructions are available at Settings > QuickBooks > Registration.
  2. If you use the QuickBooks Online product, you will need to point iPoint to your data on the web. Those instructions are available at Settings > Integrations > QuickBooks Online.
Last modified: 1 Mar 2018

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