QuickBooks

QuickBooks Desktop

Export & Transfer Clients QBD

Install Web Connector QBD

QuickBooks Desktop – Install Web Connector

 

This document covers the download and installation of the QuickBooks Web Connector. You will go to the Intuit website, download and extract the compressed file, and then run the installation wizard. Configuration with ThermoGRID is done in a later document. Make sure you are referencing the Getting Started guide to know what documents you need to follow.

Any questions regarding this process should be sent to [email protected].

Steps:

1. If you currently have QuickBooks open and/or running, close it now.
2. Go to the Intuit site by following this link:

https://developer.intuit.com/docs/0200_quickbooks_desktop/0100_essentials/quickbooks_web_connector

 

3. Click on the “Download, unzip and install the QuickBooks Web Connector” link.
4. Download the zip file to an easily accessible location like your desktop.
5. Open the zip file and double click on QBWebConnectorInstaller.exe.
6. If you get a pop up asking if you would like to extract files, click the “Extract all” button.
7. Extract the files in an easily accessible location like your desktop.
8. Open the folder you just extracted. Then right click on the QBWebConnectorInstaller.exe and choose the “Run as administrator” option. If you get a pop up that asks if you want to allow the app to make changes on your computer, click “Yes”.
9. Click “Next” on the first part of the install wizard.
10. Select “I accept the terms in the license agreement” and click “Next”.
11. Click the final “Install” button to begin the installation.
12. Wait for the install to complete. You can follow the progress bar to monitor the progress.
13. Click “Finish” to close the installation wizard.
14. You are now finished with the installation of the Web Connector.

Download Document with Pictures Install Intuit Web Connector

Connect Web Connector to ThermoGRID QBD

QuickBooks Desktop – Connect ThermoGRID to QBD

 

This document covers setting up the link from ThermoGRID to QuickBooks Desktop. You will be enabling QBD, saving a sync password, and adding ThermoGRID to your Web Connector using a custom configuration file. Make sure you are referencing the Getting Started guide to know what documents you need to follow.

Any questions regarding this process should be sent to [email protected].

Steps:

1. Sign into ThermoGRID using your administrator account. Then click on the Administration tab.
2. Click on the “Company Settings” button to go to the company settings page.
3. Click the “Edit” button so you can modify the settings.
4. Scroll down until you see the “Quickbooks Desktop” section. Then check the “Enabled” checkbox.
5. After it loads, the system should enable QuickBooks Desktop and provide you with a “Configuration File” link and a “Password”. Take note that the password will only be shown to you once so you’ll need to copy it for later where you will enter it into Quickbooks. The password will get saved so you won’t need it again after that. Highlight the password, right click, then select “Copy”.
6. Then open up notepad or similar program like Microsoft Word, then paste the password.
7. Then click on the “Download File” link to download the customized configuration file.
8. Download the file in an easily accessible location like your desktop.
9. Open Quickbooks Desktop and click on “File” in the header bar, then choose the “Update Web Services” option. This will open up the QuickBooks Web Connector.
10. Click on “File” in the header bar, then choose the “Add an Application” option.
11. Select the configuration file you downloaded then click the “Open” button. After this, you will get an Authorize New Web Service pop up window.
12. Click “OK” on the Authorize New Web Service pop up. After this, you will get a Certificate pop up.
13. Select the “Yes, whenever this QuickBooks company file is open” option, then click “Continue”.
14. After you add the ThermoGRID application enter or copy and paste the password you saved earlier in the “Password”field. You should get a pop up asking if you want to save the password, select “Yes”.
15. You are now finished linking ThermoGRID to QuickBooks Desktop.

Download Document With Pictures Connect ThermoGRID to QuickBooks Desktop

 

QuickBooks Errors QBD