What Steps Are Involved in QuickBooks Infusionsoft Integration? | |
Integrating QuickBooks with Infusionsoft involves several key steps for a seamless connection. Begin by accessing the QuickBooks App Store or Infusionsoft Marketplace to find the integration tool. Download and install the connector, ensuring compatibility with your QuickBooks and Infusionsoft versions. Follow on-screen prompts to authenticate both accounts, granting necessary permissions. Configure data synchronization settings, specifying what information should be shared between the two platforms. Test the integration with sample data to ensure accuracy. | |
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