Platform Guides

QuickBooks Desktop guide

Download and Install the QuickBooks Web Connector

  1. Click here to download the QuickBooks Web Connector.
  2. Right-click the installer download, then choose Extract All.
  3. In the extracted folder, right-click the file ending in .exe and choose “Run as Administrator”. More details

Open the QuickBooks Web Connector

  1. First, open your QuickBooks Desktop application and navigate to File -> App Management -> Update web services. qbd web services
  2. This will launch the QuickBooks Web Connector.

Add the Web Connector to QuickBooks Desktop

  1. First, click here to download the .qwc file. qwc file
  2. Configure your data to be shared with your company by clicking “Add Application” and selecting the file you downloaded ending in .qwc

Enable Access to QuickBooks Data

  1. When the authorization prompt is shown, select the final option “Yes, always allow access even if QuickBooks isn’t running”.
  2. Please leave the box to allow access to personal data unchecked.

Enter your password

  • Confirm the subsequent prompts, and enter the following password complete your installation: {password} password