Step 1: Download "Startegy Web Connector" click on the Link: Step 2: Open the Zip File and Select "Extract all" Step 3: Select "Extract " Step 4: Double Click "StartegyQb.exe " Step 5: Copy and then Input your password into the Startegy Web Connector. Select "Connect." Step 6: Select "Click When Complete." Connection may take up to a few minutes depending on the QuickBooks Desktop file size. Step 7: Minimize and Leave the Startegy Web Connector running. All set up. The software will update each time you log back in or select refresh within the Startegy software.