To take advantage of our improved QuickBooks integration, you first need to
install the proper integration software on your computer.
Right-click any report in the File Cabinet and choose the Add
report to QuickBooks option in the menu that appears. Once the
progress bar disappears, the necessary software in installed.
When a window appears prompting you to permit WinTOTAL to access
QuickBooks, open QuickBooks and then open your company file.
Once your company file is open, QuickBooks should immediately prompt you
about allowing WinTOTAL to access its information. Mark the option to
always allow this connection even if QuickBooks is not running and click
When QuickBooks prompts you to confirm this permission, click
Yes. Then click Done on the second
Close QuickBooks and return to the WinTOTAL screen prompting you to
connect with QuickBooks and click Connect.
Once you click Connect, the integration tools are fully