Note: disconnecting will clear all data associated with the connection.Ī popup will appear asking you to Authorize a New Web Service.
Note, if you are running QuickBooks in a network or server environment, you may need to contact your system administrator to allow access. If you’ve lost the file you can download a new copy easily from the QuickBooks Integrations tab of your company. Select the config file that was downloaded in step 1. Open the web connector and click the “add an application” button on the bottom right. Launch QuickBooks Desktop on your computer and open the company file you wish to connect to. Part 2: Register the Connection with the QuickBooks Desktop Web Connector Includes QuickBooks Desktop, QBO & Freshbooks integration - and bank fetching! Register for a free 14-day trial of LedgerDocs. Follow the link provided.Įnter a password of your choice for the connection and click the Download Config button. Next, you should download and install the most recent version of the QuickBooks Desktop Web Connector. If you don’t see this option (see below), contact support to enable it for your account. Login to your LedgerDocs account and navigate to the QuickBooks Integrations tab of your Company and select the QuickBooks Desktop option. This results in LedgerDocs being able to pull the lists of vendors, customers, and taxes and allowing you to post bills and credit card charges from LedgerDocs to QuickBooks Desktop in just a few clicks. Part 1: Getting Started with QuickBooks Desktop IntegrationĪn Admin of a Company can connect their Company in LedgerDocs to a QuickBooks Desktop company file. Let’s show you how to do it step by step. Integrating your QuickBooks Desktop account to your LedgerDocs account is easy. This means that you have access to all of your financial data, individual transaction history, and the related source documents when you need it most! New to LedgerDocs? Sign up for a free trial and connect your QuickBooks Desktop account.Ĭonnecting your LedgerDocs account with QuickBooks Desktop gives you the ability to link source documents directly to transactions posted in QuickBooks. With this new integration, LedgerDocs is the only cloud-based document management system that allows bank fetching service for QBDT users. LedgerDocs is happy to announce that we have now integrated our software with QuickBooks Desktop, giving Intuit users the option to integrate both their QuickBooks Online users as well as QBDT users. While the Online version of QuickBooks may be the platform that has the largest user base, QBDT users are still an important and substantial audience. Many bookkeepers continue to happily use QuickBooks Desktop (QBDT) as a part of their daily workflow.
0 kommentar(er)
