How to Setup the Quick Books Link
Please make sure you are signed in to Quickbooks as a QB Administrator. Not all QB users are able to add applications or push info to Quickbooks. You will also need the MarketSharp log in credentials for the person who downloaded the Web Connector file to log in after the setup to sync.
1) In Marketsharp, On the Admin screen (hover cursor over company logo in top right corner, then select Admin from drop down), select 'Quickbooks Setup' from the Quickbooks Integration box.
2) Right click on the QB Web Connector to 'open in a new tab' in the top of the page and download the QB Web Connector.
4) Click to download the Config file to the desktop at the top of the Quickbooks Setup page.
5) Install the Web Connector (uses a wizard).
6) Open the Web Connector (Start—All programs—QuickBooks—Web Connector).
7) Click on ‘Add Application’ in the bottom right corner.
8) Select the QWC file that you saved to the desktop.
9) Note: An application certificate may pop up—Choose an option on the left.
10) Go to the Web Connector.
11) Type in the MarketSharp password for the Marketsharp user’s account that you downloaded the Web Connector from in the ‘Password’ area.
12) Go to MarketSharp.
13) Tag the person in Marketsharp to push to QB by checking the box in the contact record.
14) Go to the Web Connector.
15) Select the check box on the far left of the MarketSharp application.
16) Click ‘Update Selected’ at the top.
17) Note: There is a progress bar at the bottom and errors will populate under ‘Status’ (to the right of the password.
18) Check for the pushed name in QB.