Opening PortalPoint
PortalPoint is installed software, not a website you log in to. Whatever you were about to do happens in the application on your own computer.
Where the application actually is
You have arrived here from QuickBooks Online, which sends people to a web address when they open a connected app. PortalPoint does not have one to send you to: it runs on a computer in your own business, keeps your data there, and is reached from that machine or from another one on the same network.
So:
- On the computer PortalPoint is installed on — open it from the Start menu, or from the PortalPoint icon on the desktop.
- On another computer in the same business — open PortalPoint there and it will find the server on your network by itself. If it asks for an address, it wants the name of the computer the server is installed on.
If it is not installed yet
Start with a free trial: every module switched on for 14 days, no card, nothing to cancel.
If you have already bought a licence and cannot find the key, we can send it to you again.
Connecting it to QuickBooks
The connection is made from inside the application, not from here. The steps are on this page, and they take about a minute.
Still stuck
The application carries its own handbook, and its Settings screen has a diagnostics page that will tell you what the server thinks is wrong. If neither helps, email Trent@portalpointsolutions.com and say what you were trying to do.