Message-ID: <1163624193.86083.1711673549023.JavaMail.wiki@ip-172-26-1-188> Subject: Exported From Confluence MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_Part_86082_897785250.1711673549021" ------=_Part_86082_897785250.1711673549021 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Content-Location: file:///C:/exported.html QuickBooks Desktop Connector

QuickBooks Desktop Connector

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Overview&nbs= p;

DBSync's QuickBooks Connector provides an easy way to perform integration, data extraction = or data loading into QuickBooks Desktop Accounting software. The connector = connects directly to QuickBooks company data file (*.QuickBooksw). It allow= s a user to query, add, modify and delete various types of records includin= g customers, Items, Vendors, Invoices, Sales orders, Purchase orders and mu= ch more. Furthermore, the connector uses the QuickBooks XML to move da= ta in, and out of, QuickBooks desktop. Integrating with QuickBooks desktop = consists of SOAP web service calls using an XML request/response made over = an HTTPS connection.


l= ink.  Steps to configure your web connector are followed in the la= tter section.

  • Have QuickBooks administrative rights.
  • Connector Configurations

    The table below represents parameters required for opening the connectio= n to QuickBooks file.

    Property Description Required
    QuickBooks File

    The path of the QuickBooks file where it is h= osted.

    The file path can be obtained in the following way

    1. Open the QuickBooks file
    2. press the function F2 key from your keyboard
    3. you will find the QuickBooks file path


    Yes
    QuickBooks Version

    you can choose the relevant version of your Q= uickBooks Desktop from available values.

    Yes
    Process Name

    The process name is the same process name in = DBSync that is trying to access the QuickBooks file. The naming convention = is as follows:

    "processdefinition_processname.xml".

    Yes


    Steps to configure Web-Connector:

    1. Click on Download Web Connector to download = the .qwc file. Open this downloaded file with QuickBooks Web Connector.
    2. Click OK on the Authorization screen.
    3. Select the option 'Yes, always; allow access even if QuickBooks= is not running'. Then, click on continue.
    4. Click on Done to confirm Access.
    5. DBSync integration process will be added to your QuickBooks Web-Connect= or. Once the process is added to the web-connector, add the DBSync account = password in the highlighted section of the Web-Connector.
    6. This completes the process of configuring DBSync for integration with y= our QuickBooks company file.


    Uses Of QuickBooks Desktop Connector

    1. Eliminate manual data entry by connecting QuickBooks to other systems t= hat are supported by DBSync.
    2. Automate business process to increase efficiency across department= s by reducing data reconciliation. 
    3. Make your customer, item, vendor, invoice records as zero error prone a= s possible while moving in, and out of, QuickBooks.


    = Supported Versions

    • QuickBooks Desktop 2007 onwards.<= /span>
    • Pro, Premier and Enterprise Editi= ons.
    • US, Canada, and the UK.

    Notes - Please note that for all QuickBook= s desktop software, integration is supported only for Windows platform and = not MAC or other operating systems.


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