How to install The QuickBooks Web Connector

Overview

All QuickBooks examples and procedures were performed in QuickBooks Pro 2012 The QuickBooks Web Connector is software created by Intuit (the makers of QuickBooks) that runs on Microsoft Windows that allows QuickBooks to communicate with outside systems and services.

Installation steps

1. The Web Connector software is free and can be downloaded from the following link:

https://developer.intuit.com/app/developer/qbdesktop/docs/get-started/get-started-with-quickbooks-web-connector 

There are multiple versions of the Web Connector. Select the version that works with not only the version of QuickBooks you own (Enterprise, Premier, Pro, etc.) but also for the year of your QuickBooks. Example: QuickBooks Pro 2012.

2. When the Web Connector has been downloaded, proceed to install it on the SAME computer that has QuickBooks installed.

Note: It is recommended that this computer run nothing else but QuickBooks and the Web Connector. This is in order to ensure that there is no user interference while large syncs are running and to help ensure that there are enough computing resources available during syncs.

Note: If you want syncs to also run overnight, the computer that the Web Connector is installed on must be left on overnight.

3. Once the Web Connector has been installed open your QuickBooks program as the Administrator user, or you will not be able to allow the integration access to your company data.

To do this right-click on the QuickBooks icon and select Run as administrator.

4. Then select the company file you want the Sugar QuickBooks integration to have access to.

5. Open the QuickBooks Web Connector.

6. Next click on the Add an application button.

7. Then locate and select the FBSG_Sugar_QuickBooks_Integration.qwc file. This can be downloaded from the Integration Information tab in the QuickBooks Integration Configuration page located on the Administration page. The .qwc file contains all the information that the QuickBooks Web Connector needs in order to connect to your specific Sugar instance.

There will be a brief pause after selecting the file while the Web Connector is attempting to make a test connection.

8. If the Web Connector’s tests were successful then a new screen will appear asking you to confirm the details of the integration and allow authorization for the integration to access QuickBooks’ data.

9. Click the OK button from the screenshot above to allow the Faye SugarCRM-QuickBooks Integration access to your QuickBooks data.

Note: Your QuickBooks company file must be open in order for the Web Connector to grant access to the integration.

10. After allowing the integration access you will be prompted with another dialog window. Select the Yes, whenever this QuickBooks company file is open option, then click the Continue… button.

11. After clicking continue an Access Confirmation window will appear with the summary of access settings. Go ahead and click on the Done button.

12. Once the integration has been authorized to access your QuickBooks data you will need to enter the Web Connector Password that is found on the Integration Information tab of the QuickBooks Configuration page.

In this window, you can change the default Auto-Run time (Every_Min field) value to best suit your companies needs.

Note: Do NOT set the Every_Min field below 5!

13. You have completed the QuickBooks Web Connector installation.