Integrating your Quickbooks Desktop account is fairly simple and one of the best ways to maximize Accruvia for your business. If you need assistance with this process, contact [email protected] to request free Quickbooks integration support.
Our team is on standby to help you get your account up and running as fast as possible. For those of you who are more tech savvy, follow the steps below and reference the screenshots as a guide for you Quickbooks desktop set up.
Please note: you must already have a Quickbooks account to complete this integration
Step 1: Log in to your account
Step 2: Select the “Organization” drop down on the left menu bar
Step 3: Select “Integrations”
Step 4: Download the QB Web Connector
Under the Quickbooks Desktop section, click “ QB Web Connector” (a synchronization plugin developed by Intuit). This will download a zip file to your desktop.
Step 5: Open the web connector
Open the web connector file once it’s downloaded, you’ll see three files. Open the file name “QB Web Connector Installer.” An installation process will start. Follow the prompts and agree to the terms of service in order to complete installation.
Step 6: Connect your Quickbooks
Once the Web Connector is installed, navigate back to your dashboard and select the drop down that says “not connected.” After you click “connect” you will be prompted to input your Quickbooks company file path (a database where Quickbooks stores the data on your desktop.)
Note: read this helpful article to learn how you can locate the Quickbooks company file path.
Step 6: Copy the file path
Copy the file path into the empty field on your dashboard. Remove the quotation marks and .DSN extension before clicking submit.
It should look like this.
7. Save the temporary password
This will initiate a second download and reveal a one time password. Save this password before closing the window, or it will be lost.
8. Next, open your Quickbooks desktop application and navigate to “file” on the toolbar at the top of your screen. Select “update web services” in the dropdown.
9. Follow the web connector prompts
A window will appear with a button to select “add an application.”
Search for and open the Web Connector App file previously downloaded to your desktop. A message box will appear. Click “ok” then paste the password (the one you just copied from your dashboard, not your account password) into the password field.
Follow the prompts to save the password. You can test this by selecting the checkbox on the left of the application information and click the “update selected” button.
10. Test your connection
To see if your setup was successful, navigate back to your Accruvia dashboard and choose “suppliers” on the left menu bar. You will see supplier information populate into Accruvia from Quickbooks. Now you’re ready to go!
Need help integrating your Quickbooks Desktop?
Are you stuck and need assistance setting up your Quickbooks Desktop integration? Let us help! Email [email protected] and one of our team members will be in touch.