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:
- 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.
- 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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