QuickBooks Desktop

Connecting to QuickBooks Desktop

To be able to connect to QuickBooks Desktop you may need to complete the following steps

Open QuickBooks Desktop and Go to File -> Update Webservices

File -> Update Webservices

• Click on the "Add an application" button and select the qwc file for your account. Reach out to [email protected] to obtain your account's QWC file.

Click on "Add an application" button

• In the next screen that appears you would need to select the radio button as shown in the pic below to ensure your data is updated on the PayorCRM portal

• On the below screen, click on the password field and add your QWC access password

• Click on the button "Update selected"(top-left) after selecting "PayorCRM Integrator" to refresh the data on PayorCRM portal

Click update selected

• Login to PayorCRM to check if all your data(invoices and customers) are visible on the portal. Refresh the page in case you are not able to see the data. The first sync may take up to a few hours depending on the amount of data that needs to synced.

Unable to sync ?

1. To troubleshoot - Make sure QuickBooks is in Single User Mode, You are logged into QuickBooks as an Admin User and Make sure the Admin user has a password since the Web connector will not work properly if the Admin user has no password.

2. You may also try using QuickBooks troubleshooting tool to test syncing data with QB's own app. See link below. ( Download QB QWC file and sync ) - https://test.developer.intuit.com/QBWC/TroubleshootQBWC/index.aspx