To initially set up your web app with QuickBooks Desktop, follow the steps below.
Step 1: Access Web Connector
1. Open QuickBooks Desktop.
2. Navigate to the top menu, select File.
3. Select Update Web Services from the dropdown.
4. Click on the Manage Web Apps option.
Step 2: Choose the App to Set Up
1. A list of available web apps will appear. Locate the app you want to set up.
2. Click on the Set up option next to your desired app. This action will redirect you to the app's website.
Step 3: Log into the App’s Website
1. On the app's website, use your credentials to log in. If you don’t have an account yet, follow the registration process to create one.
2. Once logged in, look for the option to **Connect to QuickBooks**. This may be located under settings, integrations, or a similarly named section.
Step 4: Connect to QuickBooks
1. Click Connect to QuickBooks on the app's website. This will initiate the integration process.
2. You may be prompted to give the app access to your QuickBooks data. Carefully review the permissions and click Authorize to proceed.
Step 5: Complete Setup in QuickBooks Desktop
1. Return to QuickBooks Desktop where a new window titled Access Confirmation should appear.
2. Review the details and click Done to finalize the setup.
- Ensure You Have Admin Privileges: Ensure you are logged into QuickBooks Desktop as an administrator to avoid any permission issues.