QuickBooks Desktop Connection (Web Connector)

Modified on Wed, 15 May 2024 at 08:44 PM


Because QuickBooks Desktop is running on a computer or server in your office, Benji Pays relies on the free QuickBooks Web Connector to enable synchronization of your QuickBooks Desktop Data to Benji Pays. This free utility is provided by, built and maintained by Intuit, the creators of QuickBooks.

The QuickBooks Web Connector must be installed on a computer with QuickBooks Desktop installed, and that has access to your QuickBooks company file, either on the same machine or via your internal network. If you are using a hosted version of QuickBooks Desktop, please contact your hosting provider to confirm that they support the Intuit Web Connector - most do.

Requirements

  • Intuit QuickBooks Canadian or US Versions: Pro (2002 or later), Premier (2002 or later), Enterprise (All Editions) or Simple Start (2006 or later)
  • Intuit QuickBooks Web Connector 2.0.0 or higher




Step 1:


When setting up your web connector, it's important to get it working without Benji Pays first.  Intuit provides a tool just for this. you can find it at the link below.


https://test.developer.intuit.com/


If you have any issues getting the test working, you will need to contact intuit support for help in ensuring the web connector and QuickBooks are setup correctly in your environment.





Step 2:


Once the above is working, you can then connect to Benji Pays.


Setup Steps

  1. Download and Install the latest version of the Intuit QuickBooks Web Connector
  2. Download the QWC file from your Benji Pays account under the "Settings > QuickBooks Desktop Settings" menu link. Save this file to your computer.
  3. Open QuickBooks and open the company file you want to connect Benji Pays to. Note, you can only connect to one QuickBooks file per Benji Account, so make sure you open the correct Company file.
  4. Double click the QWC file you downloaded, this will open the QuickBooks web connector and prompt you to authorize Benji Pays to connect to your company file.
  5. When prompted, select if you want to allow access to your company file only when the file is open, or even when the file and QuickBooks is closed.
  6. Enter the QuickBooks Desktop password for your Benji Pays account in the Web Connector when prompted and perform your first synchronization. You will find this password on the same page where you downloaded the QWC file above. This will import your customers, invoices and other data required into Benji Pays.

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