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