Below are the steps to get started with your QuickBooks company file and to configure the QuickBooks connector.

  1. Click on the Edit button on the connector listing of the QuickBooks connector to input the QuickBooks parameters as shown in the below image.



  2. Click on Save button to save the settings.

The below table gives the required and optional parameter that need to be set for establishing a connection with QuickBooks desktop from where you would like to read the data or write to.

PropertyDescriptionRequired
QuickBooks File

The file path of the QuickBooks on the machine where it is hosted.

The file path can be obtained in the following manner:

  1. Open the QuickBooks file.
  2. Press the function F2 key from your keyboard to find the QuickBooks company file path.
  3. Copy and paste the file path in this field.

yes
QuickBooks Version

You should choose the version of your QuickBooks desktop from the drop-down.

Versions supported are

  • 2014 or Newer
  • 2013
  • 2012
  • 2011
  • 2010


yes
Process Name

The process name is the project name in DBSync which is trying to access the QuickBooks file.

The convention for the process name is "processdefinition_processname.xml"

yes

Attachments:

QuickBooks Connector.png (image/png)
QB Connector.png (image/png)