Before You Install

Congratulations on making the step to sync your WooCommerce store with QuickBooks Desktop Pro, Premier or Enterprise – 2015 or later!

There’s a few requirements we’ll want to confirm before we begin with your setup/configuration. This can be done on the setup call with us or on your own before the call.

Already scheduled a setup call? Read more about what to do before your setup call here.

You can schedule a setup call with us from within your account after you sign up.

Requirements:

  1. An active QuickBooks Desktop company on one of the following versions. We support QuickBooks Desktop companies hosted locally on your computer, on a local server, or with a provider like Right Networks. Admin access is required to initially connect to QuickBooks.
    1. Any global edition (US, UK, CA, etc.) of the following QuickBooks products
      1. QuickBooks Enterprise Solutions (2015 or later)
      2. QuickBooks Premier (2015 or later)
      3. QuickBooks Pro (2015 or later)
    2. We do not currently support QuickBooks Desktop Point of Sale. Typically our users that have QuickBooks POS will also be running QuickBooks Desktop alongside the POS application, with which we would then be compatible, by connecting to QuickBooks Desktop.
  2. An active WooCommerce store (running V2.x or V3.x of WooCommerce) with a valid SSL certificate.
    1. Ensure your database password does not contain the following special characters  + / # % ‘ ? (all others are compatible). This is not something you should have to check first, as our plugin will display a warning during activation if this is something you need to check.
    2. Ensure that there is a valid SSL certificate installed on your WooCommerce site, and your admin area is being accessed over https. The QuickBooks Web Connector requires an HTTPS connection.
  3. The latest version of QuickBooks Web Connector. 99% of the time this is already installed on the same computer QuickBooks is installed on. You can verify this by visiting File > Update Web Services in QuickBooks, or by searching for “Web Connector” in your Start menu.
    1. If you can’t find the Web Connector on your computer, it can be downloaded on Intuit’s site here, and installation instructions will be found there as well.

Once the above requirements are confirmed, you may schedule a complimentary setup call with us, or move right into the easy installation/configuration steps on your own.

Updated on October 25, 2018

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