Setting up the QuickBooks Connector

Waypoint Commerce includes a connector for QuickBooks. This article will walk you through setting it up for your online store so you can download customers, items and orders. 

Step 1: Download and install the QuickBooks Web Connector

• To download the connector, go to: http://marketplace.intuit.com/webconnector/ (opens in a new window)
  
  
• Click on the link to download the installer. 
• Install the application. 

Step 2: Setup your accounts and download the QWC file

• Log into your website and go to the Site Admin. 
• Go to Settings >> QuickBooks Settings
  
• Set the names of the accounts specified so they match the ones you want to use inside QuickBooks. Note that you must match the names of the accounts exactly, and the accounts must be set up in QuickBooks. 
• Click Save Changes. 
• Click the 'Download QuickBooks Web Connect File' link and save the file to your computer.

Step 3: Setup QuickBooks

• Open QuickBooks
• Back up your QuickBooks file before synchronizing incase the results are not desired. It is always best to back up just incase. 
• Open the QuickBooks Web Connector (Usually found in Start >> Programs >> QuickBooks >> Web Connector)
• Click Add an Application
  
• Select the QWC file that you downloaded and click Open. 
• Click OK to Approve the settings. 
  
• Select one of the 'Yes' options and click Continue...
  
• You will now see the connector loaded into the list. 
• Enter your password into the appropriate box. Use the same password that you use to log into Waypoint. 
• You may choose to have QuickBooks remember your password. 
• Check the box in the left-most column and click Update Selected to run the Sync. 
  
• You can run this whenever you wish to get the latest, or you can check the Auto-Run box to allow the connector to refresh itself on a regular interval, keeping your QuickBooks file always up to date.