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Menu
Welcome
Getting Started
Core Concepts
Catalogs
Price Groups
Categories
Product Groups
Catalog Operations
Kits
Bulk Image Import
Price Group Descriptions
Inventory
Inventory View
Lots
Orders
Shipments
Fulfillment
Pick-Pack Module
Fulfillment Prioritization
Creating Internal Users
Users
Rep Groups
Clients
Accounts
Creating Accounts
Changing Account Terminology
Account Address Management
eCommerce Mode
Creating Account Users
Advanced
Order Workflow Configuration
Setup A New Catalog
Setup An Integration
Processing Orders
Backorders
Purchase Orders
Vendor Sources
Themes
Branded Login
Offline
Service Levels
Price Approval
Templates
iOS App
Integrations
QuickBooks Online Getting Started
QuickBooks Desktop/Enterprise Getting Started
QuickBooks Desktop Unit Of Measure Options
QuickBooks Payments Getting Started
Zoho Getting Started
Hubspot Getting Started
Fishbowl Inventory Getting Started
Shopify Getting Started
BigCommerce Integration
ShipStation Getting Started
TaxJar Getting Started
QuickBooks Desktop Setup the Web Connector
Last Updated August 11, 2020
Click
Menu
then
Integrations.
Toggle on QuickBooks Desktop.
Follow Steps 1 – 4.
Click
Schedule Data Pull
With QuickBooks Desktop/Enterprise open:
Go to File
Update Web Services.
The Web Connector will open, then click File
Add An Application.
Locate the Generated Web Connector Config from Step 4 above, and Click ‘Open’.
Accept the Security Alert, and we highly suggest allowing the Web Connector ‘Yes, allow Access to QuickBooks, even when not running.’
You may or may not need to select a user, depending on your setup.
Be sure to enter in the Same password as you had entered in Step 2.
Continue configuring how often you’d like it to run (if desired), otherwise you can just manually run it whenever you prefer.
To perform a manual run: Click the checkbox next to the row that you want to run and then Click ‘Update Selected’.
If all goes well, the sync will complete and the data will be exchanged.