Note transitioning to Quickbooks online can be done easily and cost efficiently. If your business or client needs are changing and requiring additional communication for alignment, Telemetry highly recommends moving to a Quickbooks online.
QuickBooks Desktop Compatibility Check
First check that the QuickBooks desktop instance is ready for the on-premise connector
1. Check version is supported
Your client needs to be running a supported version of QuickBooks Desktop Pro, Enterprise or Professional. QuickBooks for Mac is not supported.
2. Check operating system requirements
The connector works on Windows 10, Windows 11, and Windows Server 2019, and may not work correctly on earlier versions of Windows.
Your client will need administrator permissions on your computer or server to complete the installation and run data refreshes.
3. Consider antivirus and firewall
The clients's local antivirus or firewall settings may prevent the download and running of the connector. To resolve, they will need to allowlist the connector.
Install the Connector
The QuickBooks Desktop connector must be run on the same computer as the QuickBooks Desktop application. Advise your client to install the connector on the computer they normally use when working with QuickBooks Desktop.
Before they start the linking process, the user must open QuickBooks Desktop and load the company they want to link.
To install the QuickBooks Desktop connector, the user who is connecting their company data must complete the following tasks:
Copy License Key
Download and install the connector
Run the configuration file to authorize access to QuickBooks
Authenticate the connector
Wait for the connector to complete first link
1. Copy License Key
Select "QuickBooks Desktop" on the initial ERP Onboarding screen or Settings > Integrations. On click your client will be directed to download the web connector from our technology partner. They must first copy the license key to use once the connector is installed.
2. Download and install the connector
At the bottom of the modal, click "Download Connector" and your download will begin.
Once complete click the file to open and install.
A new window will load with a field to paste in the license key and click install
The green bar will show you the install progress. This may take a few minutes
On the next screen click next
Select Region and check the box to verify your QuickBooks desktop data
Verify the connection by clicking Verify, then clicking Next
If you get an error on verify you may need to jump over to QuickBooks and see if there is a window blocking install. Further detail is at the bottom of this page.
You may receive a popup asking to grant access for Telemetry to read and modify data. Select Yes Always allow even if QuickBooks is not running. Then click done
Telemetry will now show a progress bar loading data
If it does not show automatically you can load it via the carat in the windows task bar then the small blue icon.
In practice it may take 10-15 minutes to fully install
Once completed Telemetry will load your sample plan and insights homepage
Note if you get an error on verify, you may need to dismiss the QuickBooks modals. See the example screenshots below.
Close this modal below
