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How to Set up QuickBooks Web Connector

ThenQuickBooks can be integrated with multiple add-ons and web applications. To manage integrated and connected apps, you can rely on QuickBooks Web Connector, which will display the list of all the apps connected to your accounting software. However, the web connector isn’t available by default through QB. Instead, users need to download and install the web connector from Intuit’s website.

Download and Install QuickBooks Web Connector

On Intuit’s website, you can find a list of all versions of the web connector. However, we recommend that you work with the latest version to avoid any errors. To download the setup for QuickBooks web connector and install the program, follow the steps provided below:

  • Download QuickBooks Web Connector setup.
  • Right-click on the compressed file and click on Extract all.
  • Find the executable file and right-click on it.
  • Click on Run as Administrator.
  • Follow the on-screen instructions to complete the installation.

If you encounter any errors, you can rely on previous versions of the software. The new version may have some underlying issues. Instead of waiting for Intuit to fix the problem, you can go to their website and download a previous version.

Some users have found it helpful to reinstall the software if they encounter an error. To do the same, follow the steps provided below:

  1. From the start menu, launch the Run program.
  2. Enter ‘Control Panel’, and hit ok.
  3. Click on Uninstall a Program.
  4. Then, Click on Web Connector. Click on Uninstall from the top menu.
  5. Once the program is uninstalled, click on Finish.

Reinstalling the program often works, but if it doesn’t, then go to Intuit’s website and download a previous version of QuickBooks Web Connector.

Set Up QuickBooks Web Connector

Before connecting an app to the web connector, ensure that you’re signed into QuickBooks as an admin. Also, log into your Intuit account. To connect an app to the QB web connector, follow the steps provided below:

  1. From the main menu, click on File.
  2. Select Update Web Services.
  3. Click on Manage Web Apps.
  4. Select the app you want to connect to and click on Set Up.
  5. Log into the Application.
  6. Click on Connect to QuickBooks, if such an option is provided on the Application’s website.
  7. The Access Confirmation screen will appear through QuickBooks. Click on Done.

There are steps that you can take to manage the level of access provided to a connected app. To manage an app connected to the QuickBooks web connector, follow the steps provided below:

  • From the main menu, click on File, then App Management.
  • Select Manage Web Apps.
  • Click on Connected Apps.
  • Select the app for which you want to make changes.

Managing the app isn’t sufficient. Sometimes, you may want to remove a connected application from the web-connected. To delete an app from the QB web connector, follow the steps provided below:

  1. Click on Edit from the main menu.
  2. Select Preferences.
  3. Select Integrated Applications.
  4. Click on Company Preferences.
  5. Select the app you want to disconnect from QuickBooks.
  6. Click on Remove, then Ok.

These are all of the options available to the user. You can add as many apps as you’d like. Later, you can change the settings related to these apps or delete them altogether. Deleting an app from the web connector will disable all the connections between the app and QuickBooks.

If the company file is on multiple systems, then you can transfer the app using the web connector. The connection from the first machine is disabled and enabled on the second machine. To transfer an app through the web connector, follow the steps provided below:

  1. Click on File from the main menu.
  2. Select Update Web Services.
  3. Click on Manage Web Apps.
  4. Click on Connected Apps. A list of all the connected apps will appear.
  5. Click on Transfer App to my device.

The connection will be moved to the new machine. Wait for the data to be transferred from the first to the second machine. Further, we recommend that you update QuickBooks to the latest version before transferring an app through the connector.

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