How to Setup the Quick Books Link
1) Click on the Admin Section
2) Right click on the QB Web Connector to open in a new tab
3) Download the QB Web Connector
4) Go back to the Admin section
5) Download the config file to the desktop
6) Install the Web Connector (uses a wizard)
7) Open the Web Connector (Start—All programs—QuickBooks—Web Connector)
8) Click on ‘Add Application’ in the bottom right corner
9) Select the QWC file that you saved to the desktop
10) Note: An application certificate may pop up—Choose an option on the left
11) Go to the Web Connector
12) Type in the MarketSharp M password for the M user’s account that you downloaded the Web Connector from in the ‘Password’ area
13) Go to MarketSharp M
14) Tag the person in M to push to QB
15) Go to the Web Connector
16) Select the check box on the far left
17) Click ‘Update Selected’ at the top
18) Note: There is a progress bar at the bottom and errors will populate under ‘Status’ (to the right of the password
19) Check for the pushed name in QB
20) Loudly announce “TA DAH!!!” :)
Helpful Hints: Sign into QuickBooks as Admin before doing the download—not all users can add applications and push things into QB IF there is a random error when adding the application—try changing the QWC file—open the QWC file in notepad—find the below sequence—change the second number in the sequence to reflect one digit higher. 57F3B9B1-86F1-4FCC-B1EE-566DE1813D20