- Enter the name of the QuickBooks company file you want to work with to the Company/Organization field
- Select the direction of synchronization
- Enter Salesforce access credentials including your security token
If you don't know your security token you can reset it if you log in to your Salesforce account and go to Setup>Personal Setup>My Personal Information>Reset My Security Token
Enter the frequency of synchronization launches.
Click 'Save' (or 'Update' if you have previously configured the application) to save your settings.
Adding the Application to QuickBooks Web Connector
If you have saved the file to your computer before, you don't have to download it again. Once you click 'Update', the changes you made to your project will be saved. The next time you run the integration, the Web Connector ApatarQBW.qwc file will pull the updated synchronization settings from your Apatar On-Demand account.
Follow the Install and Configure QuickBooks Web Connector instructions and download the ApatarQBW.qwc file to your local disk.
Open your QuickBooks Web Connector and click 'Add an application' button at the lower right-hand corner or go to File>Add an application.
Find the ApatarQBW.qwc file and click 'Open'
Click 'Ok' in the Authorize New Application window:
If this is the first time to you are adding the ApatarQBW.qwc file to QuickBooks Web Connector, at QuickBooks - Application Certification screen select 'Yes, whenever this QuickBooks company file is open' and click 'Continue':
Then click 'Done' at the Access Confirmation screen:
QuickBooks and SalesForce synchronization should appear on the list of applications in your QuickBooks Web Connector
Enter your Apatar On-Demand password to the Password field.
Running the Synchronization
Check QuickBooks and SalesForce synchronization.
If you want to set the synchronization to run at a certain recurrence but you haven't filled in the Integration Frequency field at Apatar On-Demand web page, you can set it now clicking Auto-Run and entering the frequency in minutes to the Every_Min field.