I'm here to guide you on how to use the Web Connector and add the CRM system on it, corycorycory09.
You can set up the Web Connector and link the CRM system. However, you need to check with your app provider if they allow it to integrate with QuickBooks.
If so, here's how to download and install the app:
- Download the installer.
- Right-click the installer download, then choose Extract All.
- In the extracted folder, right-click the .exe file, then choose Run as Administrator.
- Follow the prompts to complete the installation.
Then, use the .qwc file from the CRM system and add it to QuickBooks. Here are the steps:
- Go to File, Update web service and then Manage Web Apps.
- Select Set up next to the app you want to set up. This will take you to the app’s website where you’ll log in.
- Click Connect to QuickBooks on the app website.
- Open QuickBooks Desktop and select Done on the Access Confirmation screen to complete your setup.
You can browse this link to use a different version: Set up QuickBooks Web Connector.
I'm also adding this page for additional information: Get started with QuickBooks web connector.
Let me know if there's anything else you need with QuickBooks. I'll be around if you have follow-up questions about using QuickBooks Web Connector.