Installation & QuickBooks Connection

Now that you have an active license of our WooCommerce Sync for QuickBooks Desktop, you’re ready to begin setup and configuration to install our plugin and connect it to your QuickBooks Desktop company!

Note: Ensure you’ve checked our Requirements before you install – before getting started below.

In your WordPress Admin

  1. Download the latest version of our plugin from your account with us.
  2. Ensure mysqli is active in your hosting account and 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 if this is something you need to check.
  3. Log into your WordPress Admin, go to Plugins > Add New, and click Upload Plugin.
  4. Select the .zip file you downloaded from your account with us, and choose Install Plugin.
  5. On the following screen, click Activate. 
  6. Congratulations! Our plugin is now installed. You will see a new tab on your WordPress sidebar – called MyWorks Sync.

On your Windows Computer

  1. Check if the QuickBooks Web Connector is installed. This can be done by going to File > Update Web Services in QuickBooks – or by searching for “Web Connector” in your Windows Start Menu.
  2. If the Web connector is already on your computer (it normally is, as it’s bundled with QuickBooks when you install, you can skip to the next section. Otherwise you can install following these steps:
    1. Download QuickBooks Web Connector from Intuit’s site. This can be found here.
    2. Close your QuickBooks Desktop application.
    3. Extract the zip file you downloaded from Intuit, and right click on the install application. Choose Run as Administrator.
    4. In the following window, it will run you through the setup process. After QWC is successfully installed, click Finish.
    5. Open QuickBooks Web Connector.

In your WordPress Admin > MyWorks Sync tab

  1. Visit MyWorks Sync > Connection in your WordPress admin.
  2. Enter in your license key (can be found in your confirmation email from us, or the download page in your account with us).
  3. Create a username and password for the QWC application to use to connect to our plugin. These will be pre-populated with random credentials, but you can change them if desired. The password will be used in the Web Connector to authenticate with the site.
  4. Click Save and Generate QWC file.
  5. This file will be downloaded to your Downloads folder. 

On your Windows Computer > Web Connector

  1. Open QuickBooks Web Connector, if it’s not already open.
  2. Open your QuickBooks Company file, and log in as an administrator. At this time, also ensure you are NOT in multi-user mode.
  3. Click Add Application, and select the QWC file you downloaded earlier.
  4. Click Confirm and Save to add the application to QWC.

  5. Once added, the Web Connector will look like the below. Ensure the password saved in that field is the same one entered in MyWorks Sync > Connection.

Congratulations – you have completed setup. QuickBooks Web Connector is now connected to our plugin on your WordPress site. At this point, you may move on to our general usage documentation – to proceed with setup. The next steps before syncing are refreshing your data and configuring your settings and mappings.

On your Windows Computer > Web Connector

  1. Open QuickBooks Web Connector, if it’s not already open.
  2. Open your QuickBooks Company file, and log in as an administrator. At this time, also ensure you are NOT in multi-user mode.
  3. Click Add Application, and select the QWC file you downloaded earlier.
  4. Click OK on the security popup, then Continue on the window below, after selecting the last option to confirm connection to Quickbooks.

Once added, the Web Connector will look like the below. Ensure the password generated in MyWorks Sync > Connection is saved in the password field below.

Congratulations – you have completed setup. QuickBooks Web Connector is now connected to our sync on your WordPress site. At this point, you may move on to our Initial Setup & Configuration doc to complete setup!

Updated on August 31, 2018

Was this article helpful?