Recycly Knowledgebase
6 articles in this section
Audit Tools (2)
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Aiken Workbench: Installing TeamViewer for Recycly Remote Support
We've designed our Aiken integration to be as self-service as possible, but there are occasions where there is a problem on your Aiken server which prevents it...
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Aiken Workbench: Installing the Recycly Integration service
In order to connect your Aiken Workbench system to Recycly, you'll need to install our Recycly-Aiken integration software on your Aiken server.For your...
Quickbooks (4)
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00. QuickBooks Integration Overview
Our QuickBooks integration is an optional add-on available to Recycly that allows them to connect their CRM to their QuickBooks Cloud accounts system.The...
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10. Setting up the QuickBooks Link
PrerequisitesYou'll need: a Recycly account with access to the Settings Area of Recyclya QuickBooks user with "Admin" access, in order to connect the Recycly...
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20. Controlling Access to QuickBooks from within your Recycly system
For each user of your Recycly system, you can select what (if any) access they have to QuickBooks information and functions.Go to Settings -> Users and click...
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30. Creating New QuickBooks Accounts from CRM
PrerequisitesYou need to enter some required information on the record in CRM before you can transfer it into QuickBooks:Company or Individual nameStreet...