Skip to main content

Setup the integration between Quickbooks and eGrow Connect

eGrow Connect integrates with QuickBooks Desktop (On premise) financial software using Web Connector. Editions Supported: QuickBooks Pro, Premier, Enterprise 2015 or later. (US & Canada)

Note: You must install Quickbooks Web Connector before completing the following steps.

Getting Started​

  1. Launch QuickBooks and verify QuickBooks version is 2015 or later
  2. Open the company file that you want to integrate and login using the admin account.
  3. Go to File > Update Web Services (this will only available if web connector is installed)
  4. Create the following Items in QuickBooks
    1. EGROW SALES - This is the default item that will be used to transfer invoices and credit memos
    2. EGROW PURCHASES - This is the default item that will be used to transfer purchases orders

Configure QuickBooks settings in eGrow Connect​

  1. Login to eGrow Connect with an Admin user account.
  2. Navigate to system setup logo System Setup > Integrations > QuickBooks Settings
  3. Toggle to Enable integration with QuickBooks
  4. Step 1: Field Mapping, Select the fields that align from the drop-down menu.
  5. Step 2: Generate QuickBooks Web Connector Configuration (QWC) file.
    1. Enter any username and password for your choosing – this is used to authenticate QuickBooks with eGrow Connect. (is different from what is used to login to QuickBooks)
    2. Enter the QuickBooks Company File Path. (While in QuickBooks, press F2 on your keyboard to open “Production Information” window. Copy and paste the location of “company file” from the File Information field.)
    3. Click Download QWC File to generate the configuration file “egrowconnect-qb-connector.qwc”.

Configure QuickBooks Web Connector​

  1. Go to QuickBooks.
  2. Go to File > Update Web Services (to open Web Connector)
  3. Once in Web Connector, click Add an Application
  4. Browse to the QWC file you downloaded and click Open
  5. Click OK in the Authorize New Web Service window.
  6. Select Yes, always; allow access even if QuickBooks is not running and “Login as Admin” (or other user who has admin privileges) and click Continue
  7. Click the Done button in the Access Confirmation window
  8. Back in the Web Connector window (it may hide itself in the bottom right corner of the task bar). Enter the password that was used to create QWC file and then hit Enter.
  9. Click Yes when asked “Do you want to save this password?”
  10. Check the box for “eGrow Connect Quickbooks Connector” and click Update Selected. This will initiate a sync which may take several minutes to complete, please wait until the process is complete without errors.

Configure additional settings in eGrow Connect​

  1. Return to eGrow Connect and to go system setup logo System Setup > Integrations > QuickBooks Settings
  2. Go to Step 3 and & Fetch dates, this step will appear after you have completed step 2.
  3. Go to Step 4: Sync Method. Since the first sync is complete eGrow Connect has now determined which Customers and/or Vendors are already in QuickBooks and which ones need to be added to QuickBooks based on the field map setup in Step 1.
    1. From the top menu, go to sales section icon Sales then quickbooks update icon QuickBooks update.
    2. Click on the Customers to Queue tab. This shows all the active customers in eGrow Connect that will be added or updated based on description in the “Action” column. If the setting is left to Manual, you manually check off customers and Click “Add to Queue” to be added to QuickBooks. If the setting is left to “Auto”, next time Web Connector runs all the Customers in Queue Pending will be automatically queued up to be added to QuickBooks. IMPORTANT: Leave the setting as manual until you have verified all the existing customers in QuickBooks are correctly linked with customers in eGrow Connect.
    3. Similarly, click on Vendors to Queue. This shows all the active vendors in eGrow Connect that will be added or updated based on description in the “Action” column. If the setting is left to Manual, you manually check off customers and Click “Add to Queue” to be added to QuickBooks. If the setting is left to “Auto”, next time web connector runs all the Vendors in "Vendors to Queue" will be automatically queued up to be added to QuickBooks.
  4. Return to eGrow Connect > system setup logo System Setup > Integrations > QuickBooks Settings
  5. Go to Step 5 to do additional field mapping.
  6. QuickBooks configuration is now complete!