With your stores added, integrating ConnectBooks with QuickBooks desktop is now simple. Each store has the option to connect to its own QuickBooks file or an existing one.
Under the "Manage Stores" tab, find the store you want to connect to QB and click "Connect to Accounting Application."
2. Choose QuickBooks as your accounting software.
3. Select “new connection” and click on “Quickbooks Desktop”.
4. Follow the prompts to download the web connector.
Important Note: If this is your first time connecting your QuickBooks file to ConnectBooks, please ensure the following:
You are logged into QuickBooks as an Admin.
QuickBooks is in single-user mode.
Only one QuickBooks file is open.
5. A pop-up will ask you to authorize the download.
6. Open your desktop file. A pop-up will appear asking for your authorization. Select the option “whenever the file is open.”
Then press connect.
7. A web connector file will open, (this might take a few seconds)
Input the password that ConnectBooks generated for you.
8. Mark the checkbox next to the web connector file and choose "Update Selected" from the top options. The file will start updating. It may take a few minutes for ConnectBooks and QuickBooks to link.
Once the progress bar reaches 100% and the final result shows "OK," or "Done" you're successfully connected.
To access the web connector again, go to File, Update Web Services.
To view the article on configuring your QB settings on ConnectBooks click here