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Linking QuickBooks

Joe Tolzmann avatar
Written by Joe Tolzmann
Updated over a week ago
  1. Accessing RocketCRM:

    • Open the RocketCRM web portal for your company using a web browser.

    • Log in with your credentials.

  2. Navigating to Integrations:

    • Locate the left-side menu panel.

    • Scroll to the bottom and select the Settings section.

    • Click on Integrations from the left-side menu.

  3. Connecting QuickBooks:

    • Locate the QuickBooks icon.

    • Click on Connect.

Completion:

Once all steps are completed, QuickBooks will be successfully linked to RocketCRM.

  1. Click "Settings"

  1. Click "Integrations"

  1. Click "Connect" and follow the prompts.

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