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.
 
1. Connect
2. Install
1. 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.
2. 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”


 


    • Related Articles

    • Creating a connection to QuickBooks Online

      To complete the connection from Zaptiva to QuickBooks Online, please follow the steps below. Connect Click on “Connection” option in the left pane. Click on “Add Connection” which will prompt you for connection name. Let’s enter the name of the ...

    • Deleting a connection to QuickBooks Online/QuickBooks Desktop

      Delete connection to QuickBooks Online/Desktop Follow the steps below to delete an existing QuickBooks Online connection in Zaptiva: Navigate to the URL: https://app.zaptiva.com/ Log in to your Zaptiva account. Navigate to "Connections" from the ...

    • Import Customer Data into QuickBooks (Online & Desktop) Using Excel or CSV

      Import Customer Follow the steps below to Populate Customers in QuickBooks Online or Desktop via Excel/CSV in zaptiva. Navigate to the URL: https://app.zaptiva.com/ Log in to your Zaptiva account. 3. From the left-hand menu, click on Flow to navigate ...

    • Creating a connection to Sage Intacct

      Follow the steps below to create a connection to Sage Intacct in Zaptiva: Connect 1. Log in to your Sage Intacct account to approve the authorization and allow Zaptiva to access your Sage Intacct account, navigate to the Company Information page in ...

    • Creating and Using a Quickbase Service Account for Pipelines

      Creating and Using a Quickbase Service Account for Pipelines Purpose This article defines the recommended and supported process for creating and using a Quickbase Service Account in a customer’s Quickbase realm when implementing Pipelines. The ...