QuickBooks Desktop
Learn how to use the QuickBooks Desktop Connector in DBSync Cloud Workflow
Last updated
Learn how to use the QuickBooks Desktop Connector in DBSync Cloud Workflow
Last updated
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 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. 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.
To establish a connection to QuickBooks desktop, via DBSync's QuickBooks desktop connector, user must:
Have a valid license to DBSync QuickBooks desktop connector, username and password to connect to DBSync iPaaS platform.
Have QuickBooks Web-Connector configured to connect to DBSync to read from, and write to, QuickBooks desktop. you can download the web connector from Intuit marketplace by clicking on the . Steps to configure your web connector are followed in the latter section.
Have QuickBooks administrative rights.
The table below 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
Open the QuickBooks file
press the function F2 key from your keyboard
you will find the QuickBooks file path
Yes
QuickBooks Version
you can choose the relevant version of your QuickBooks Desktop from available values.
Yes
Number of Retries
The process name is the same Define the number of retry attempts for failed operations.
Yes
Click on Download Web Connector to download the .qwc file. Open this downloaded file with QuickBooks Web Connector.
Click OK on the Authorization screen.
Select the option 'Yes, always; allow access even if QuickBooks is not running'. Then, click on continue.
Click on Done to confirm Access.
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.
Eliminate manual data entry by connecting QuickBooks to other systems that are supported by DBSync.
Automate business process to increase efficiency across departments by reducing data reconciliation.
Make your customer, item, vendor, invoice records as zero error prone as possible while moving in, and out of, QuickBooks.
QuickBooks Desktop 2010 onwards.
Pro, Premier, and Enterprise Editions.
US, Canada, and the UK.
NOTE
Please note that for all QuickBooks desktop software, integration is supported only for Windows platform and not MAC or other operating systems.