![]() Enable this connection by checking the Auto-Run box. In the Password column, enter the same QuickBooks key word you specified above.Ģ. The NEON QuickBooks Web Service will display in the Application list on the QuickBooks Web Connector Screen.ġ. The data exchange takes place even if QuickBooks is closed.ġ0. Yes, always allow access even if QuickBooks is not running.The data exchange takes place only when the QuickBooks company file is open. Yes, whenever this QuickBooks company file is open (Recommended).Select one of the following options:Ī prompt will display whenever the data exchange begins. The QuickBooks Application Certificate dialog displays, asking to allow this application to read and modify your company file. Select the configuration file that you downloaded above. Open the Connector and select Add an application to upload your configuration file.Ħ. Add the Web Connector Configuration File as an application in your web connector. Notice: The Web Configuration File needs to be saved on the same local PC's hard drive where QuickBooks Desktop and the QuickBooks Web Connector are located.ĥ. The Web Connector must be open and running along with QuickBooks every time you wish to sync transactions from Neon CRM. QuickBooks provides an application called Web Connector to safely connect QuickBooks Desktop to an internet application like Neon CRM. If you have completed these steps, please continue to QuickBooks Integration: Formatting Notice: If you have not done so, you will be prompted to download and install QuickBooks Web Connector and the QuickBooks Configuration file. After entering a Key Word, click Save Key Word & then click Continue. You’ll be needing this later when we create the connection.Ĥ. Your key word here can be anything you want, but be sure to make note of it. This key word will authorize the Web Connector to connect to Neon CRM. Next enter a Key Word for QuickBooks Web Connector. To enable the connection, make sure to turn the switch to On, select QuickBooks Desktop (2018 or later). Under Third-Party Integrations, select QuickBooks.ģ. Navigate to the Settings cog and select Global Settings.Ģ. In order to set up your connection with QB Desktop, you will need to enable the QuickBooks connection in Neon CRM.ġ. The integration will NOT work if QuickBooks Desktop is on a remote server. Notice: QuickBooks Desktop must be installed on a local PC's hard drive.
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