Do I Need To Install Anything?

Do I Need To Install Anything?


You do not need to install anything because our solution is 100% cloud based. You can create an online account and start working immediately.

One situation where you would "install" anything is if you want to automatically sync sales transactions from a sales or accounting system, and there is no built-in connection (ex: SalesForce, Dynamics CRM, HubSpot, QuickBooks, FTP, Stripe). In this case, if manual CSV uploads are not acceptable, you could decide to deploy a single web page anywhere on the internet which we will query to retrieve sales transactions (learn more here). Another exception is our native integration for QuickBooks Desktop, for which you need to install a small data synchronization application.

For an overview of setup and configuration, click here and here.

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