Things for Work | Support with Software Connections

Support with Software Connections

How to Connect

There are two ways to access the page where you connect your software. If you're on the Project dashboard and attempting to approve a Report request for the first time, you'll automatically be directed to the page where you link your software. This is the most common way. After clicking the Approve button, you'll see a pop-up like this:

The second way is in the "Settings" tab of your Organization dashboard:

For further instructions on the connection process, please click on the name of your accounting software below:

How to Disconnect

From the "Settings" tab of your Organization dashboard, simply click the "Disconnect" button:

Troubleshooting QuickBooks Desktop

Please see Troubleshooting QuickBooks Desktop Issues for assistance.