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Setting up the Sync Dashboard for QuickBooks for Windows

Steps for setting up the sync with QuickBooks for Windows vary depending on how QuickBooks is set up for you and your company. 

Note: Administrator privileges are required when setting up the Sync Dashboard.

Local
 
Administrator privileges on the local computer are required to proceed with the installation. Please contact your company's Systems Administrator if you are unable to install the Sync Dashboard.

Hosted

Your IT or cloud-based hosting provider will be able to confirm where the Dashboard has been set up. The following are the hosted provider instructions:

Once your Provider has completed the setup, you'll access your Bill.com Sync Dashboard on your desktop. Be sure to ask your administrator where to access the Sync Dashboard.

 

After the Sync Dashboard is installed, you'll be ready to sync!

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