QuickBooks® synchronization is used to ensure that the CRM and QuickBooks have the same information. Synchronziation can be bi-directional or in a single direction.
We generally recommend QuickBooks online as there are no external requirements. QuickBooks Desktop (Pro/Premium/Enterprise) requires a third-party library from RSSBus and it requires that you have QuickBooks Desktop always running on a workstation.
The following fields are use to authenticate with QuickBooks Online. Most of the fields are populated automatically using the Authorize button. The Reconnect button is rarely used. An Access Token lasts for 180 days and can only be renewed 30-days before it expires. The CRM will automatically renew the token 15 days before it expires, but you can renew it manually. The Reconnect button is really only used by developers.
In order to sync with QuickBooks Desktop, you install RSSBus ADO.NET Data Provider for QuickBooks on the computer running QuickBooks.
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