Creating a connection to Quickbooks Desktop

Creating a connection to QuickBooks Desktop

To complete the connection from Zaptiva to QuickBooks using the QuickBooks Web Connector (QWC), please follow the steps below.

Connect

  1. Click on “Connection” option in the left pane.


  2. Click on ‘Add Connection’ to open a prompt where you can enter the connection name and select the application from the available options. Enter the connection name (Ex-‘QuickBooks Desktop’).
     
  3. After filling in the required fields on the ‘Add Connection’ popup and clicking the ‘Next’ button, the user is directed to the ‘Verify Connection’ screen, where they must provide the ‘Company Name’ and ‘Company File Path’.
    (ex- J.P Morgan, C:\Users\DELL\Desktop\J.P. Morgan Chase.Co\J.P. Morgan Chase.Co.qbw)



  4. After clicking the ‘Save’ button, download the QWC file and copy the unique password by clicking the ‘Click here’ link provided below the respective sections.


    Keep this window open, as you will be coming back to verify the connection at the last step.

Install

  1. Go to QuickBooks Web Connector and click on "Add an Application".


  2. Select the downloaded .qwc file from the previous step (Connect: Step 4)
  3. After selecting the .qwc file, following prompt will appear: Click "OK"



  4. Go to QuickBooks Desktop, the "Application Certificate" page appears, select “Yes, Whenever my QuickBooks company file is open” and then click "Continue..."


  5. After clicking 'Continue', an 'Application Permission Confirmation' popup will appear. Click 'Continue' again to proceed.


  6. Open the QuickBooks Web Connector, and enter the QWC password noted in a previous step (Connect: Step 4)




  7. Now that you entered the password, click on the Connection, then click on "Update Selected"

  8. Go back to Zaptiva, and click on  “Verify” button.


  9. An "Authentication Complete" message will show to indicate the verification of your connection
  10. Go to "Connection" module, which will show that the “Connection will be active in 60 mins”


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