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how to configure QB Online Edition to work with Projector |
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Before you can proceed you need the following two permissions:
- The QuickBooks module enabled
- The global permission Accounting System Interface set to Update
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The QuickBooks Web Connector is a program provided by Intuit that enables specially designed web-based applications to exchange data with QuickBooks Online.
http://www.projectorpsa.com/Support/Downloads/QBOEConnectorInstaller.exe
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This part can be confusing if you don't know a lot about computers, but the non-technical version is that QuickBooks Desktop Online Edition is only available as a 32 bit program. Most computers these days are 64 bit. In order for Projector to talk to QuickBooks you have to install a special version of Projector. Please install the special version from this link.
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Run Projector 32 from your Start Menu and go to your Integration tab. If you don't have an Integration tab then choose View | Integration from the menubarmenu bar.
Select QuickBooks Version
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Select Company
You will only see if this step if you have multiple companies associated with your login. Choose the QuickBooks company you want to sync with.
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If you need to destroy a connection ticket because it was incorrectly configured or because the user of the computer has changed, then delete the registry folder and all subfolders/keys from HKCUHKEY_CURRENT_USER\Software\Intuit\QBOEQBXMLRP
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