QuickBooks Desktop - How to Integrate

Connect QuickBooks Desktop to FlexPoint

Install, connect, and sync using the Web Connector

Introduction Video

Watch this short video overview to learn how to integrate with QuickBooks Desktop.

Use the dropdowns below to complete the full QuickBooks Desktop setup.

Step 1: Install the Intuit Web Connector ▶

Click here to download from Intuit

• Run the installer as Administrator.
• If already installed, continue to Step 2.

Step 2: Open QuickBooks Desktop ▶

QuickBooks Desktop and your company file must be open before connecting the Web Connector.

Step 3: Download the FlexPoint QWC File ▶

Download the FlexPoint QWC file in FlexPoint under Step 3.

Add the QWC file inside QuickBooks Web Connector by selecting “Add an Application.”

Step 4: Install & Authorize FlexPoint ▶

Follow prompts inside QuickBooks and FlexPoint to continue and authorize the connection.

Step 5: Run Your First Sync ▶

Add any password you choose, press TAB, and click Yes to save.

Select FlexPoint and choose “Update Selected.”

Next: configure your sync settings in Integrations – Accounting.

Frequently Asked Questions

Does QuickBooks need to stay open? ▶

Yes — QuickBooks Desktop and your company file must remain open during syncing.

Why won’t the Web Connector run? ▶

It may not have been installed as Administrator. Reinstall using “Run as Administrator.”