How to Setup the Quick Books Link


1) Click on the Admin Section

2) Right click on the QB Web Connector to open in a new tab

3) Download the QB Web Connector

4) Go back to the Admin section

5) Download the config file to the desktop

6) Install the Web Connector (uses a wizard)

7) Open the Web Connector (Start—All programs—QuickBooks—Web Connector)

8) Click on ‘Add Application’ in the bottom right corner

9) Select the QWC file that you saved to the desktop

10) Note:  An application certificate may pop up—Choose an option on the left

11)  Go to the Web Connector

12) Type in the MarketSharp M password for the M user’s account that you downloaded the Web Connector from in the ‘Password’ area

13) Go to MarketSharp M

14) Tag the person in M to push to QB

15) Go to the Web Connector

16) Select the check box on the far left

17) Click ‘Update Selected’ at the top

18) Note:  There is a progress bar at the bottom and errors will populate under ‘Status’ (to the right of the password

19)  Check for the pushed name in QB

20) Loudly announce “TA DAH!!!”  🙂

Helpful Hints:

Sign into QuickBooks as Admin before doing the download—not all users can add applications and push things into QB

IF there is a random error when adding the application—try changing the QWC file—open the QWC file in notepad—find the below sequence—change the second number in the sequence to reflect one digit higher.


Did this article answer your question?

Print Friendly, PDF & Email

Related Articles