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How to connect your QuickBooks Desktop file to ConnectBooks
How to connect your QuickBooks Desktop file to ConnectBooks

This article guides you through integrating your ConnectBooks account with QuickBooks Desktop File

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Written by Charlie
Updated this week

To get started, go to Store and Files from the left-hand menu, open the Accounting Files tab, and click Add Accounting in the top right corner. Choose QuickBooks, then click Connect to 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.


​Next, go to the Stores tab and select 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 view the article on configuring your store settings and chart of accounts click here.

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