2022
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Overview
The 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). The connector will allow you It allows a user to query, add, modify and delete various types of records including customers, Items, Vendors, Invoices, Sales orders, Purchase orders and much more. The Furthermore, the connector uses the QuickBooks XML to move data 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.
Prerequisites
To establish a connection to QuickBooks desktop, via DBSync's QuickBooks desktop connector, user has to do the followingmust:
- Have a valid license to DBSync QuickBooks desktop connector, username and password to connect to DBSync iPaaS platform.
- Have QuickBooks Web-Connector should be configured to connect to DBSync to read from, and write to, QuickBooks desktop. you can download the web connector from Intuit marketplace by click clicking on the link and steps . Steps to configure your web connector are followed in the latter section.
- you must have Have QuickBooks administrative rights.
Connector Configurations
The table below table represent represents parameters required for opening the connection to QuickBooks file.
| Property | Description | Required |
|---|---|---|
| QuickBooks File | The path of the QuickBooks file where it is hosted. The file path can be obtained in the following way
| yesYes |
| QuickBooks Version | you can choose the relevant version of your QuickBooks Desktop from available values. | yesYes |
| Process Name | The process name is the same process name in DBSync which that is trying to access the QuickBooks file and the . The naming convention is as follows: "processdefinition_processname.xml". | yesYes |
Steps to configure Web-Connector:
- Click on Download Web Connector to download the .qwc file. Open this downloaded file with QuickBooks Web Connector.
- Click on OK button on on the Authorization screen.
- Select the option 'Yes, always; allow access even if QuickBooks is not running' and . Then, click on continue.
- Click on Done to confirm Access.
- The DBSync integration process will be added to your Quickbooks Web-Connector. Once the process is added to the web-connector, add the DBSync account password in the highlighted section of the Web-Connector.
- This completes the process of configuring DBSync for integration with your QuickBooks company file.
Uses Of Quickbooks Desktop Connector
The following are the few uses you reap while using our QuickBooks Desktop connector
- Eliminate manual data entry by connecting QuickBooks to other systems which that are supported by usDBSync.
- Automate business process to increase efficiency across departments by reducing data reconciliation reconciliation.
- Make your customer, item, vendor, invoice records as zero error prone as possible while moving in, and out of, QuickBooks.
Supported Versions
- QuickBooks Desktop 2007 onwards.
- Pro, Premier and Enterprise Editions.
- US, Canada, and the UK.
Frequently Asked Questions
Q: Can I get a trial of DBSync?
A: DBSync is available free for 30 days trial after going through the Signup process.
Q: Does Can this connector be used for Bi-Directional sync?
A: Yes. Furthermore, and if you also have the control to so choose, you can also make it uni-directional if you choose.
Q: Is this connector available with, On-Demand or On-Premise Version, Versions?
A: This profile is available with both On-Demand and On-premise VersionVersions.
Q: How Frequent can we perform Sync?
A: Sync can be performed every 5 minutes.
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