Setting up QuickBooks Web Connector

QuickBooks Web Connector allows you to seamlessly integrate your QuickBooks Desktop with Syncware, enabling automated data synchronization between your accounting system and other business processes. This guide will walk you through the steps required to set up the QuickBooks Web Connector in Syncware.

Before you begin

Ensure that:

• You have administrative access to both Syncware and QuickBooks Desktop.
• QuickBooks Desktop is installed and running on your computer.
• You have the QuickBooks Web Connector installed.

Procedure

Step 1: Download the Syncware .QWC File

1. Request the .QWC File
   • Log in to Syncware
   • Click Integrations
   • Click CONNECT next to QuickBooks Desktop
   • Click Download Web Connector File
2. Download the .QWC File:
   • Click on the Download .QWC File button to download the configuration file needed for setting up the QuickBooks Web Connector.

Step 2: Open QuickBooks Desktop

1. Open QuickBooks Desktop:
   • Ensure that QuickBooks is running on your computer.
2. Log in as Admin:
   • Make sure you are logged into QuickBooks as an Administrator in single-user mode.

Step 3: Add the .QWC File to QuickBooks Web Connector

1. Open QuickBooks Web Connector:
   • Click File > App Management > Update Web Services to launch the QuickBooks Web Connector application from your computer.
2. Add the Application:
   • Click on the Add an Application button within the Web Connector.
   • Locate and select the .QWC file you downloaded from Syncware.
3. Authorize the Application:

   • A QuickBooks Authorization window will appear. Click OK, to confirm and authorize the Syncware application to access your QuickBooks data.

     A QuickBooks - Application Certification window will appear, select the options below, click Continue…

     • Yes, always; allow access even if QuickBooks is not running.
     • Allow this application to access personal data such as Social Security Numbers and customer credit card information.
   • A Syncware QB Connector - Authorization window will appear to confirm you are providing access to QuickBooks data even when QuickBooks isn’t running, click Yes.
   • An Access Confirmation window will appear, review the information, click Done.
   • The Syncware QB Connector will be listed as an application in your Quickbooks Web Connector.

Step 4: Set Up the Sync Schedule

1. Enter Your Syncware Credentials:

   • In the QuickBooks Web Connector, find the Syncware QB Connection application you just added and click the checkbox.

     A Password Required window will appear. Enter “bizqbwc” in the Password field and click OK.

     • Note: Be sure to enter the entire password, including the quotes.
2. Set the Sync Interval:
   • Click the checkbox in the Auto-Run column and enter 60 in the Every Min column.
3. Start the Sync:
   • Ensure the checkbox next to the Syncware QB Connector application is checked and click Update Selected to initiate the sync process.

Step 5: Verify the Integration

1. Monitor the Sync:
   • During the first sync, monitor the process in the QuickBooks Web Connector to ensure data is being transferred correctly.
2. Check Syncware:
   • Log back into Syncware and verify that your QuickBooks data, such as invoices and customer details, is being synchronized properly.

Results

The QuickBooks Web Connector has been set up for your Syncware account.