![]() IMPORTANT: In order to import from QuickBooks Desktop into Inspect Point and to sync invoices to QuickBooks Desktop, both the QuickBooks Desktop application AND QuickBooks Web Connector needs to be open. But, if you do not want to wait that amount of time, you can always open QWC, check off the Inspect Point application, and click “Update Selected.” That will bring in all pending invoices into BD. These longer intervals means that it can take longer for your invoices to appear back in QuickBooks Desktop.Close to 10,000 or more customer should be set at a 15-minute interval. If you have thousands of customers, a 10-minute interval is ideal. If you have a few hundred customers, we recommend a 5-minute interval. This is because it may time out if it restarts every two minutes. If you have a large amount of customers or items in QuickBooks Desktop, we recommend increasing this number.This means that every two minutes, it will look to see if there is an Inspect Point invoice waiting to sync to QBD, or if there is a request within Inspect Point for customers or items. QWC is set to auto-update every two minutes.Then, check off the checkbox on the left side of the row, and click "Update Selected."Īt this point, Inspect Point and QuickBooks Desktop are ready to be connected. In the password field, enter the password from the Inspect Point Settings page. If it does not, simply click File -> App Management -> Update Web Services. ![]() When that is complete, this window should display. Select the last radio button, "Yes, always allow access even if QuickBooks is not running." (Note, in some cases you may need to answer a “Login as” field it is recommended to select “Admin.”) You will also need to check the checkbox, “Allow this application to access personal data such as social security numbers and customer credit card information.” You will also need to agree to allow QuickBooks Web Connector to read and modify your company file. You may see several additional prompts depending on your QuickBooks Desktop version, settings, etc. Note: You may see the following error message, but it will not impact the integration. We recommend leaving the window open to load and returning once the process is complete. ![]() This is handled by QuickBooks Desktop, so unfortunately the timing is not something that Inspect Point can control. It is not unusual for this process to take over 30 minutes. Once QuickBooks Web Connector is installed, click “Add Application” and select the QWC file you downloaded from Inspect Point.
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