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How to setup QuickBooks Web Connector

Step 1: Login to your AltheaSuite account.

Step 2: Download the QWC file from the AltheaSuite account.

From the main menu option, navigate to the Settings module and then click on the ‘QuickBooks’ option.

In ‘QuickBooks Settings’ check the ‘Use QuickBooks Web Connector’ checkbox.

Scroll down to the bottom of the same window, you will see the option ‘Download Web Connector File’. Click on the Download button.

It will download a file with the name ‘AltheaSuiteConnector’. This file will have the information of the AltheaSuite account URL and the username of the logged-in user in AltheaSuite who has downloaded this QWC file.

Step 3: Upload the QWC file in QuickBooks.

Open the QuickBooks Desktop application, click on the ‘File’ menu, select ‘App Management’ and then click on the ‘Update Web Services’ option.

This will launch the QuickBooks Web Connector, and click on the ‘Add an Application’ button.

Browse the QWC file downloaded from your system and click Open.

You will see the below window for the Authorization. Click on OK.

You will see the below screen for Certificate approval, chose any one option from the last 2 radio buttons. This will be prompted to the user for the first time when you try to sync data from AltheaSuite.

Click on Done in the Access Confirmation window.

You will then see the AltheaSuiteConnector added to the Application. Click on the checkbox as highlighted below.

You will have to enter the same password of the user (the user who downloaded the QWC file) that is set in the AltheaSuite application.

Click on Yes to save the password.

Now click on the ‘Update Selected’ button to start the sync.

You will see the progress in the Application progress bar as shown below which indicates the sync has started.

Note: The logged-in user in the QuickBooks application needs to have full access to the Quickbooks modules in order to sync the data successfully from AltheaSuite.

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