Connect your QuickBooks Desktop file
Click Stores & Files in the left menu.
Open the Accounting Files tab and click Add Accounting.
Choose QuickBooks, then click QuickBooks Desktop.
Click QuickBooks Web Connector File to download the file, then double click it to install.
Important: If this is your first time connecting your QuickBooks file to ConnectBooks, make sure:
You're logged in to QuickBooks as an Admin.
QuickBooks is in single user mode.
Only 1 QuickBooks file is open.
A window asks you to authorize the download.
Open your QuickBooks Desktop file. A window asks for your authorization. Select the option "whenever the file is open", then click connect.
The web connector opens. This can take a few seconds. Copy the QWC Password shown in ConnectBooks and paste it.
Check the box next to the web connector file and click "Update Selected" at the top. The file starts updating. It can take a few minutes for ConnectBooks and QuickBooks to link.
When the progress bar reaches 100% and the result shows "OK" or "Done", you're connected.
To open the web connector again, go to File, Update Web Services in QuickBooks.
Connect your store to QuickBooks
Go to the Stores tab and click the store you want to connect to QuickBooks.
Next to Accounting Application, click Connect, then choose QuickBooks.
You'll see the QuickBooks file you just connected. Select it, then click Continue.
Your store is now connected to QuickBooks. To set up your store settings and chart of accounts, see How to configure QuickBooks settings on ConnectBooks.
Frequently asked questions
How do I know the connection worked?
In the web connector, the progress bar reaches 100% and the result shows "OK" or "Done".
How do I open the web connector again?
In QuickBooks, go to File, Update Web Services.