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Running QuickBooks Update

The first time that you run the QuickBooks Update it will establish the connection and ask permission to access the QuickBooks data and then will upload the list data from QuickBooks into Zed Office.

  1. To start the synchronization you will need to double click on the QWC file that you downloaded from the website or open the Web Connector and browse to the QWC file that you downloaded, or from QuickBooks select from the File menu Exchange data with Web Services
  2. The QuickBooks Web Connector application will start and the Web Service should be listed in the panel, if not then open the QWC from the file menu within Web Connector.
  3. You can also select whether you would like sync to run when you manually start it or automatically you can specify if set to auto-run how often that should process the update.
  4. You will need to type in the administrator password into the password box, the password will be the same as the password that the administrator account users to access the web service.
  5. Select the tick box to the right of the Zed Office web service and click the Update Selected button to start the sync process.
  6. The first time the update runs the QuickBooks will ask you whether you wish to grant the application access permission, click Yes always unless you wish to see this every time you perform a sync.
  7. During the update process you will see the application process progress bar, the first update may take some time because it has a lot of data to upload subsequent syncs should be quicker.

Should you encounter a problem during the sync refer to the QB Sync trouble shooting section for more assistance.

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