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
Add the "s" to the end of the 2 URL's in the configuration file (in red below) and add your company name to the web connector (in green below, You can remove "MarketSharp Web Service" and enter your company name if you desire).
<?xml version="1.0"?><QBWCXML><AppName>MarketSharp Web Service</AppName><AppID /><AppURL>https://www2.marketsharpm.com/WebServices/QBWebService.asmx</AppURL><AppDescription>Gets selected customer and job information from MarketSharp CRM.</AppDescription><AppSupport>https://www2.marketsharpm.com</AppSupport><UserName>2381~SuperUser</UserName><OwnerID>{57F3B9B1-86F1-4fcc-B1EE-566DE1813D20}</OwnerID><FileID>2381</FileID><QBType>QBFS</QBType></QBWCXML>