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The following article will explain how the web connector works and includes links to setup articles. Read the following article in detail before beginning the setup process.
Important Information:
- QuickBooks Desktop can only be set up to sync over Purchase Orders's and item receipts
- Please note that PunchOut's capability is not available with the live QuickBooks Desktop integration at this time.
- QuickBooks Desktop live integration does not support updating Account codes or Vendors via the web connector. It only allows new Vendor and Account code creation.
- Quickbooks Desktop does not support file attachments for syncs.
How it works
QuickBooks Desktop is a traditional on-premise application where a physical copy is installed on a physical computer/server and can be used without an internet connection.
To integrate QuickBooks Desktop online, Intuit developed QuickBooks Web Connector, a tool to enable QuickBooks Desktop to communicate online via standard HTTP protocol.
Procurify integrates with QuickBooks Desktop via QuickBooks Web Connector. Configuration files (.qwc) can be downloaded through our QuickBooks Desktop integration page, and these configuration files can be loaded into the QuickBooks Web Connector. There are currently 5 available configurations, each with its unique purposes:
|
Integration Configuration |
Purpose & Behaviour |
|
AccountCode |
Every time it runs, it pulls all GL codes in QuickBooks Desktop into Procurify and displays them in the Procurify QuickBooks Desktop Integrations page as a preview. |
|
Vendor |
Every time it runs, it pulls all Vendors in QuickBooks Desktop into Procurify and displays them in the Procurify QuickBooks Desktop Integrations page as a preview. |
|
Purchase Orders |
Every time it runs, it pushes all PO’s in Procurify that have a Pending for sync status. |
|
Item Receipts |
Every time it runs, it pushes all Receive Logs in Procurify that have a PENDING for sync status. |
See How to setup QuickBooks Desktop web connector for more information.
Supported QuickBooks Desktop Versions
The QuickBooks Web Connector 2.1.0.30 and older versions can be used with any QuickBooks Desktop product supported by the QuickBooks SDK or the QuickBooks POS SDK, including:
- U.S. editions of QuickBooks Financial Software products
- QuickBooks Enterprise Solutions
- QuickBooks Premier (2002 or later)
- QuickBooks Pro (2002 or later)
- QuickBooks Simple Start (2006 or later)
- Canadian editions of QuickBooks Pro, Premier or Enterprise (2003 or later)
- UK editions of QuickBooks Pro or Accountant Edition (2003 or later)
- QuickBooks Point of Sale (v4.0 or later) - QuickBooks Web Connector 2.1.0.30 or earlier
QuickBooks Web Connector 2.2.0.34 and newer versions will only work with the following versions of QuickBooks:
- U.S. editions of QuickBooks Financial Software products
- QuickBooks Enterprise Solutions (2015 or later)
- QuickBooks Premier (2015 or later)
- QuickBooks Pro (2015 or later)
- Canadian editions of QuickBooks (2015 or later)
- UK editions of QuickBooks (2015 or later)
QuickBooks Web Connector 2.2.0.34 and newer versions support TLS 1.0, TLS 1.1 and TLS 1.2.