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QuickBooks Desktop

Velocity supports integrations with QuickBooks Desktop (QBD) for customers, items, and reporting orders as invoices.

How it Works

Normally, QuickBooks Desktop is not accessible over the internet. To communicate with QBD, Velocity needs another piece of software called the QuickBooks Web Connector.

The Web Connector is officially built and maintained by Intuit.

Once set up, the Web Connector will periodically exchange updates with Velocity. However, this can only happen if the computer is connected to the internet, the Web Connector is running, and there isn't a different company file open in QuickBooks. Otherwise, updates will be paused.

If the computer running QuickBooks Desktop does not have a stable internet connection, the Velocity integration cannot work.

Setup Instructions

To allow Velocity to communicate with your copy of QuickBooks Desktop, you must install and configure the QuickBooks Web Connector on the same computer.

  1. Follow the instructions in Step 1 on this page to download and install the most recent version of the QuickBooks Web Connector.
  2. In Velocity, navigate to Settings > Integration Settings. You should see "QuickBooks Desktop" listed under active integrations; if not, contact support. Select Download to download the QWC file. This file tells the Web Connector how to talk to Velocity.
  3. Open QuickBooks Desktop and the Web Connector. Make sure the company file you want to use with Velocity is open in QuickBooks Desktop, and that you are logged into an adminstrator account in QuickBooks.

  4. In the Web Connector, select Add an Application and open the QWC file you downloaded from Velocity in Step 2. qbd-step-4.png

  5. On the Authorize New Web Service screen, select OK to continue. qbd-step-5.png

  6. On the Application Certificate screen, select Yes, always; allow access even if QuickBooks is not running, then select Continue. qbd-step-6.png

  7. Select the password field and paste the Web Connector password provided by MedShift. When asked if you want to save the password, select Yes.

Once you've set everything up, you can select Hide in the Web Connector to keep it running in the background without interrupting the integration with Velocity.

The Auto-Run checkbox in the Web Connector must remain checked, or Velocity will not be able to communicate with QuickBooks Desktop. Do not change the Every-Min option.