Desktop Version Set Up
To set up a Desktop QuickBooks connection, first you will need to add a new set up to your accounting companies.
A company will need to be created for each of your Ditat companies needing data transferred.
Setting Details
Field | Description |
Company | In this field, select which of your Ditat companies to connect. |
Authorized user | In this field, select a QB sync user. Each set up will need a unique user built. This user needs to be added to the QBWebConnectorUsers user group. |
Integration type | Select which accounting integration you are trying to use here. |
QuickBooks company file path | If you are integrating with QB desktop, enter the network path to your QB file here. |
QB Web Connector config | Click this button to download the web connector for this company. The web connector is used to sync data. |
Send to group | In this field, select which user group should receive notifications for QB syncs. |
Details | Select what type of data should be sent to the notification group after each sync. |
Default AR/AP account data will be set after your first sync. After the first sync, Ditat will pull these accounts from QuickBooks for you to link how data should flow each sync.
For the Details, it is recommended to start with the Details so you can get an idea of how the data is transferred. This should be changed to Errors and Warnings after you are using it normally, so you only get messages when there is an issue. **It is not recommended to use Errors only, as you will not get messages when items need to be mapped. **
Extra Settings
To auto apply credits, in your QuickBooks account settings, toggle this setting on to auto apply credits or toggle off to not auto apply credits by checking the displayed box..
First access ‘Edit Preferences’ then check or uncheck the displayed box in the Bills section.
