Installing the Web Connector for QuickBooks Desktop

Before integrating QuickBooks Desktop with SignTracker, you must install the QuickBooks Web Connector, a free application provided by Intuit. This tool enables secure communication between SignTracker and QuickBooks Desktop, allowing seamless data syncing for invoices, payments, and customer information.

Step 1: Downloading the QuickBooks Web Connector

  • Log in to the computer where QuickBooks is installed with administrative privileges.
  • Download the QuickBooks Web Connector from Intuit’s official website or use the QuickBooks Integration section in the Admin page of SignTracker.

Step 2: Installing the Web Connector

  • Open the downloaded file and follow the installation prompts.
  • Once installed, verify that the Web Connector is running on your system.

Step 3: Connecting SignTracker to QuickBooks Desktop

  • Open SignTracker and go to Settings > Integrations > QuickBooks Desktop.
  • Follow the prompts to add the Web Connector to QuickBooks and establish the integration.
  • Run a test sync to confirm that the connection is working properly.

Step 4: Additional Resources & Support

  • Watch the tutorial video for a step-by-step walkthrough on installing and configuring the Web Connector.

Watch the Video

 

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