QuickBooks Pro/Premier: Getting Started

Back to: QuickBooks Pro/Premier: Overview

Set Up QuickBooks

 

Go to Your Business > Company Details

 

Accounts.png

 

In the Integrations Tab, select QuickBookDeskTop from the Accounting Software dropdown list.

 

QuickbooksSetup.png

Click Connect to QuickBook

 

QuickbooksSetup2.png

 

You will see a message informing you that an email has been sent to you.

Check your email and follow the instructions:

QuickbooksSetup3.png

 

Open the email and open the link in number 1:

QBEmail.png

 

The following page will open. Click the link to download the Quickbooks Web Connector:

QBEmail2.png

 

Once downloaded, click to open the Web Connector:

 

QBEmail3.png

 

Ensure you have QuickBooks open!

Download the config.qwc file attached to the email and save it to your desktop:

 

 

QBEmail5.png

 

 

In the Web Connector Click Add an Application:

QBEmail4.png

 

And search for and select the config.qwc file you just downloaded:

QBEmail6.png

 

You will then be prompted to allow access, ensure the option circled below is selected:

 

QBEmail7.png

 

You now need to enter the password sent to you in your email. Ensure that Auto-Run is selected and set how often you want it to run.

 

QBEmail8.png

 

This will set up your connection.

 

Next Lesson: Nominal Ledger

Have more questions? Submit a request

0 Comments

Article is closed for comments.