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How to setup QuickBooks Web Connector

Learn how to import projects, cost codes, employees from QuickBooks Desktop and export time activity to it using QuickBooks Web Connector.

Arun Kumar avatar
Written by Arun Kumar
Updated over 2 months ago

What is QuickBooks Web Connector(QWC)?

It is a utility program to help you sync data between Quickbooks Desktop(QBD) and Workyard. With QWC, you can:

  • export the time data from Workyard to QuickBooks Desktop

  • import projects and employees from QuickBooks Desktop into Workyard

Data can be synced across two systems with few clicks. First step is to connect your Workyard account to QuickBooks Desktop via the new QuickBooks Web Connector (QWC).

If you are an existing Workyard customer connected to QuickBooks Desktop via Autofy connector, please switch to the new QuickBooks Web Connector to avoid data sync issues.

What can you do with the QuickBooks Web Connector once it's been setup?

Steps to install and setup QuickBooks Web Connector(QWC)

  • Step 1: Login into QuickBooks Desktop as Admin and ensure you're in Single-User mode.

    • Locate the option to connect to QuickBooks Desktop Edition via QuickBooks Web Connect and click on Connect to QuickBooks

  • Step 2: It opens a dialog box to Add the path to QuickBooks file on your system

    • Video Demo of steps 3 through 6: here

    • When pasting in the path make sure there are not quotation marks around it:

      • ❌ Incorrect - "Q:\Squeaky's Cleaning Services, llc.qbw"

      • ✅ Correct - Q:\Squeaky's Cleaning Services, llc.qbw

        • To find the path, simply open your QuickBooks Desktop and press "F2" on your keyboard

        • This will open the following window and you'll simply copy what is listed under "Location". Then you'll paste it in the above section.

        • Make sure to close the "F2" popup once you're done entering the pathway.

  • Step 3: Clicking Next would open another dialog box instructing to download and install QWC as shown below.

    • Make sure to write down the Password listed - you'll need this later on.

      • Download the latest version of QWC installer directly from QuickBooks website from following link.

      • Unzip the file and install QWC.

  • Step 4: Download the "workyard.qwc" file from the link shown in the dialog box above.

  • Step 5: Launch the installer and click on Add an Application

  • Then select the "workyard.qwc" file you downloaded previously

  • You might be prompted to authorise the service. Click OK

  • Select the tick box and Add password from Step 4 in the password field and click on Update Selected.

  • You will be prompted to save password. Click Yes.

  • Click on Update Selected again and Application Progress bar will start moving.

  • When service is successfully connected it will show the Last result: Session ended.

  • Now you can start exporting data from Workyard to QuickBooks Desktop or other way around.

When exporting from Workyard

  • When exporting data, please remember to click on 'Update Selected' after completing the export action from Workyard.

    • Alternatively, you can tick the Auto-run option and set duration in 'Every-Min' field to automatically sync the data exported from Workyard to QuickBooks Desktop.

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