Setting up the Steelhead-QuickBooks Desktop Integration

    Setting up the Steelhead-QuickBooks Desktop Integration


    Article summary

    Integration Steps

    1. Identify a Steelhead user that also has QuickBooks Desktop Administrative Access. This account will link the two programs.
    Note:

    The account you identify in Step 1 will need to be logged in to QuickBooks Desktop and running the Web Connector app in order to sync data. Make sure that this account is able to accomodate this responsibility.

    1. Download the QuickBooks Web Connector App here. Store the file on your desktop.

    2. From the Domain page, download the Steelhead API for QuickBooks Desktop Store the file on your desktop.

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    1. Open the Steelhead API for QuickBooks. Enter your Steelhead password and follow the instructions in the API to proceed.

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