The following steps will guide you on setting up the Sync Dashboard program on a local server.
SINGLE DEDICATED SERVER SETUP
- Download the Bill.com Sync program (~277 KB) https://app.bill.com/QBSyncPlugin
- Once you've downloaded the program, open it, and follow the prompts to install it to the server where the QuickBooks program is installed.
- Click Install
- A dialog box will then display with a final brief set of instructions. Click Finish.
- Install the installer on the server.
- Copy the shortcut to the program for each user who you want to have access to the Bill.com Sync Dashboard App.
You can now sync for the first time.