Step 1: Download "Startegy Web Connector" click on the Link:

Step 2: Open the Startegy program that was downloaded.

Step 3: Copy and Paste your identifier into the Startegy Web Connector.  Then Select "Connect."  

The identifier is found on the initial page where you downloaded the Startegy Web Connector.  

It is normal to see this QuickBooks authorization.  We recommend selecting "Yes, always.

Step 4: Select the company you want to sync.  This must be the QuickBooks Desktop file that is open.

Once Connected, you can click on minimize or close this window, but don't click "Disconnect."

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

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