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      Setting up the V4 Steelhead-QuickBooks Desktop Integration
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        Contents

        Setting up the V4 Steelhead-QuickBooks Desktop Integration

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          Article summary

          V4 Accounting Integration

          V4 accounting integrations are found in the Integrations tile of Steelhead.
          Screenshot 2025-01-30 at 2.48.16 PM.png

          Integration Set Up

          1. Identify a Steelhead user that also has QuickBooks Desktop (QBD) Administrative Access. This account will link the two programs. Steelhead and QBD must be opened on the same device for setup.
          Note:

          The account you identify in Step 1 will need to be logged in to QBD and running the Web Connector app in order to sync data. Make sure that this account is able to accommodate this responsibility.

          1. Open the Integrations tile in the chosen Steelhead user's account.

          2. Add a new integration, selecting the 'Quickbooks Desktop' option.

          3. Name the integration and set any desired configurations (see Steelhead and Quickbooks Desktop Field Mapping for more details on specific settings).

          4. Save the newly created integration.

          5. Click the 'Connect current user' icon.
            Screenshot 2025-02-05 at 11.56.09 AM.png

          6. Click the 'Download Configuration' link (.qwc file should download successfully).

          7. Copy the full API Access Token.
            Screenshot 2025-02-05 at 11.56.31 AM.png

          8. Click "Save" on this Quickbooks Desktop Authentication dialog.

          9. Open the Administrative Access user in Quickbooks Desktop.

          10. In the upper left corner of QBD, click File > App Management > Update Web Services (be patient as the web connector opens)
            Screenshot 2025-02-05 at 12.00.00 PM.png

          11. Click 'OK' through any connector problems.

          12. Add an application.
            Screenshot 2025-02-05 at 12.02.04 PM.png

          13. Your computer files will display; navigate to the recently downloaded .qwc file and 'Open' it.
            Screenshot 2025-02-05 at 12.04.22 PM.png

          14. Click 'OK' through any permissions.

          15. Select “Yes, whenever this QuickBooks company file is open” > 'Continue' > 'Done' > 'Continue'
            Screenshot 2025-02-05 at 12.04.58 PM.png

          16. Paste the copied API Access Token for the application password, and click enter on your keyboard.
            Screenshot 2025-02-05 at 12.05.37 PM.png

          17. Click 'Yes' or 'No' on save password. 'Yes' is suggested for ease of future access.

          18. Open Integrations in Steelhead and click the play button on the newly added integration.
            Screenshot 2025-02-05 at 12.06.58 PM.png

          19. Refresh Steelhead and see that the Source column now has data.
            Screenshot 2025-02-05 at 12.07.59 PM.png

          20. Click the play button again. Refresh Steelhead and see if the 'Last Read' column has today's date; if so, initial integration was successful.

          Additional Integration Users

          If another user needs access to run the integration in Steelhead:

          1. Open the Steelhead user account on the device that is running the QBD web connector.
          2. Open the Integrations tile and find the desired integration.
          3. Perform steps 6-18 from above.

          Web Connector Removal

          To remove a web connector from QBD, click the 'Remove' button on the Application connection and then click 'Yes.'
          Screenshot 2025-02-05 at 12.19.48 PM.png

          If this doesn't work as expected, you may need to close your web connector and reopen.

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