My Account - How to Install the QuickBooks Web Connector Installer

The Quickbooks link gives you the benefit of being able to sync your Business Account information with your Quickbooks software. To access this feature, click the Quickbooks link located in the My Account menu.

For customers about to sync their account with Quickbooks for the first time, they will be required to download the Web Connector Installer. The link to the installer can be found at the bottom of the Quickbooks page.

Once downloaded, be sure to install the Web Connector first before proceeding to the next step. Instructions on how to install the application properly will be provided during the set up process.

After downloading and setting up the Web Connector, the next step is to download the Config file. Prior to downloading the Config file, you need to specify a vendor name for the website where your invoices will be coming from. You also need to determine the period that will serve as the system’s starting point for gathering data. It’s important to place the right date since this can only be done once. Any invoices produced before the set date won’t appear in your Quickbooks’ account.

Once you’ve provided the necessary information and downloaded the Config file, close your browser and open the QuickBooks software and access your company profile. If you haven’t created one, be sure to set one up first before proceeding with the installation process.

Next, click File and select Update Web Services. You will be asked to upload the QuickBooks Web Connector application you just installed into your computer. Click Add an application to start the set up.

Look for the QWC file you downloaded during the initial setup and select it. This will open the Authorize New Web Service window. Press OK.

This will bring up the Quickbooks - Application Certificate. You will be asked whether you want Quickbooks to read and modify the company file. Select the third option - Yes, whenever the Quickbooks company file is open. This will prevent you from having to authenticate the integration every time you update your QuickBooks records.

After selecting the third option, click the Continue button. This will take you to the QuickBooks Web Connector window. Select the QuickBooks Integration tab. In this section, you also have the option to add a password. Keep in mind that the system doesn’t require one to function. After setting your password, click the Update Selected tab.

Click on Vendors and select the Vendor Center option. This will show the Web Connector program populating the Vendor Center with the Quickbooks data taken from the website.

To update your records after the initial synch has been done, just click "File" and select the Update Web Services to access the Quickbooks Web Connector window. Click the Update Selected button to start the update process. This should be done regularly to keep your files up-to-date.

Note: Only the following QuickBooks versions are supported by the QuickBooks Web Connector. The online edition of Quickbooks is not included in the list:

• Enterprise Edition: all editions
• Pro & Premier, QB 2002 and later
• Simple Start Edition: QuickBooks 2006 and later