Step 1: Download "Desktop Connector" click button to refresh or sync desktop.  Then Download or Open the Desktop Connector.

Step 2: Open the Desktop Connector that was downloaded.

Step 3: Use your Startegy email and password to login.

It is normal to see this QuickBooks authorization if this is your first time connecting a company file.  We recommend selecting "Yes, always.

Step 4: Select the company(s) you want to sync.  When syncing a company the first time, make sure it is the only company file open.  

If you have added multiple companies, completely close QuickBooks in order to sync all desktop companies.

Once Connected, you can minimize this window, but don't click "sign out."

All set up.  The software will update each time you select refresh within the Startegy software.

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