Back to: QuickBooks Pro/Premier: Overview
Set Up QuickBooks
Go to Your Business > Company Details
In the Integrations Tab, select QuickBookDeskTop from the Accounting Software dropdown list.
Click Connect to QuickBook
You will see a message informing you that an email has been sent to you.
Check your email and follow the instructions:
Open the email and open the link in number 1:
The following page will open. Click the link to download the Quickbooks Web Connector:
Once downloaded, click to open the Web Connector:
Ensure you have QuickBooks open!
Download the config.qwc file attached to the email and save it to your desktop:
In the Web Connector Click Add an Application:
And search for and select the config.qwc file you just downloaded:
You will then be prompted to allow access, ensure the option circled below is selected:
You now need to enter the password sent to you in your email. Ensure that Auto-Run is selected and set how often you want it to run.
This will set up your connection.