Log into Procurify as the newly created user.Using an existing user will cause the connection to fail. Create a user specifically for establishing the Procurify and QuickBooks Desktop connection.Use the following article as a reference guide: Field Mapping for QuickBooks Desktop. Carefully read the QuickBooks Desktop Integration Overview page before beginning the setup process. The following article outlines how to set up QuickBooks Desktop with the Web Connector app. We have seen more than one instance where a new and glad-to-get feature has no documentation available or very limited documentation to explain the new features.SEO: Setting up the QBD integration, How do I set up QuickBooks Desktop QWC, set up QBD However, even though we have benefited immensely from these development cycles, the documentation and training for new resources seems to be several months behind. There is no chance of looking up one day and finding out you are six releases back in your software. One of the beauties of the software is the automatic and bi-annual upgrades to the service. I wouldn't consider it 'unstable', just a function of a hot company going through growth pains. They seem to always be reorganizing or employees are moving around within the company. The one oddity from Oracle NetSuite is the number of times our Account Managers change position. They have been willing to fight for our company and 'go to bat' for our needs. ALL, and I mean every one of our Account Managers has been world-class.
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