This article will help you connect QuickBooks Desktop to your Kickserv account, via Intuit’s Web Connector.

 

This initial sync to QuickBooks takes the longest. All of your existing QuickBooks Customers, Items, and Invoices are brought over to Kickserv.

Prepare QuickBooks

  1. Log in to your QuickBooks company file as the administrator.
  2. Ensure you are running in single-user mode for the initial sync.
    Screen Shot 2014-10-21 at 8.02.12 PM.png
  3. Ensure your QuickBooks company name is exactly the same as your Kickserv company name.
    IE11 - Win8.1 - Parallels Desktop 2014-10-21 20-15-15

Prepare Kickserv

  1. Click on QuickBooks in the sidebar (or go to Settings > Addons > QuickBooks)
    Screen Shot 2014-10-21 at 8.01.38 PM.png
  2. Click ‘Change’ to change your QuickBooks environment.
    Screen Shot 2014-10-21 at 8.01.38 PM.png
  3. Choose QuickBooks 2006 or newer.
    Screen Shot 2014-10-21 at 8.01.46 PM.png
  4. Download the QWC file and open it. The QB Web Connector will open.
    Screen Shot 2014-10-21 at 8.01.52 PM.png

Connect via Web Connector

  1. When asked to authorize Kickserv, choose OK
    Screen Shot 2014-10-21 at 8.02.37 PM.png
  2. When asked if you want to allow this application to read and modify the company file, choose ‘Yes, whenever this QuickBooks company file is open’.
    Screen Shot 2014-10-21 at 8.03.21 PM.png
  3. Confirm access by clicking ‘Done’.
    Screen Shot 2014-10-21 at 8.03.40 PM.png
  4. Fill in the password field with the password from the Kickserv QuickBooks integration page.
    Screen Shot 2014-10-21 at 8.01.52 PM.png
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  5. Confirm the password by pressing ‘Yes’ when asked to save the password.
  6. Check the box next to your Kickserv application, then click Update Selected. The sync to Kickserv will now run.
    Screen Shot 2014-10-21 at 8.04.18 PM.png
  7. The progress bar will update as the sync progresses. Please be patient, especially if you have a mature QuickBooks file. We have seen some syncs take 20-30 minutes the first time around.
  8. Once your sync is finished, click QuickBooks in the sidebar and view the Sync History to verify that your sync was successful.
    Screen Shot 2014-10-21 at 8.05.01 PM.png

 

 

Don’t look down here, you’re all done :)