Initial Setup Videos and Instructions
QuickBooks Desktop Sync App Instructions
Once you complete the online registration form at https://signup.gotomyaccounts.com, you will receive a confirmation email and you will also see a link to login to your portal. Login to your portal and retrieve the Sync App Key.
Note: In order to authorize the QB Sync App in QuickBooks, you need to be logged in as Admin and bein single-user mode.
Download the synchronization software. After downloading the installer, run it on the PC where you are running QuickBooks. When the installation completes, make sure you are running QuickBooks and your company file is open before starting the synchronization software. The first time the software starts, QuickBooks will display a window asking if the software should be allowed to communicate with QuickBooks. Click the option to always allow when the company file is open. If the synchronization software times out while trying to communicate with QuickBooks, simply re-start it once you have told QuickBooks that it has permission to communicate with your company file.
Enter the Sync Key
Enter the Sync Key you received during registration. After entering this information, click the "Verify Key" button to make sure the sync software can communicate with the GoToMyAccounts service. Once authentication is successful, you are ready to click the Synchronization tab and start the initial synchronization.
Run initial synchronization
You are now ready to run the first synchronization. Depending on how much data you have in your company file, this may take some time. GoToMyAccounts will populate all customer, employee, and vendor records, but will only synchronize one year's worth of historical invoice and payment data. GoToMyAccounts always keeps a full year of invoice and payment data online. Once a transaction is older than one year, it will no longer be displayed. No data is ever archived or removed from your QuickBooks file. You can also opt to have additional data months added to your account for more history.
The first synchronization will take some time, but subsequent synchronizations will quickly exchange only data that has changed since the previous synchronization. The progress bars on the sync software will tell you how far along the process is. DO NOT log off or turn off the PC during this process. DO NOT close the QuickBooks company file during this process. Doing so will break the communication link between the company file, the sync software, and the GoToMyAccounts service. Although running the synchronization again will likely fix any problems, it is a good practice to always allow the synchronization to complete.