Overview

To establish the initial connection between QuickBooks and Syncta you must:

1. Have an Internet connection
2. Log into QuickBooks as an Administrator
3. Open QuickBooks to your company's file
4. Open QuickBooks Web Connector (see below)
5. Set up a "Syncta Item" type in QuickBooks (click here for more information)

Installing Web Connector

1. In Syncta, select Administration from the navigation menu, and then select Invoicing Options

2. At the top of the Invoicing Options page, click Enable QuickBooks Desktop Integration.

3. The Invoicing Options page updates. Click Download QWC File.


4. Double-click the Syncta QuickBooks Web Connector file to open it.
Note: This might start running automatically.

5. When the Authorize New Web Service window appears, click OK to continue.

The QuickBooks Web Connector opens. 

6. Leave the Auto-Run box checked and Every-Min at 1.
7. Check the box next to the syncta Quickbooks integration application. 

8. When the Password Required popup message appears, enter the password from Syncta's Invoicing Options page. Click OK to continue. 

9. Another popup message asks if you want to save this password. Click Yes.

The sync between QuickBooks and Syncta automatically begins.
Note: This may take up to one minute to start.

 If it is successful, the Last result will show OK in green. 

Important! In order for QuickBooks and Syncta to sync information, Web Connector must be running!

10. Click Hide in the lower right corner to hide Web Connector but not close it.
Caution: Clicking Exit in the lower right corner or the X in the top right corner closes Web Connector!

Web Connector is now open in the "system tray" of your desktop, which is located in the lower right corner of your desktop. 

Once you've verified that Web Connector is working, let us know so we can activate the synchronization between Syncta and QuickBooks. 

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