How do I integrate Act! 365 Pro with Quickbooks?

Quickbooks synchronization occurs in background, importing or matching your customers from Quickbooks to your Act! 365 records, as well as allowing you to create an invoice directly from an opportunity.

  1. Click Profile
  2. Click Apps & Integrations
  3. Under Quickbooks Integration click 'Connect'
  4. Log in to your Quickbooks account
  5. If you have multiple company files select the one that you'd like to link with Act! 365
  6. Click 'Connect'
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