The QuickBooks Companies menu items, on the statement editor, manages the connections to the QuickBooks DeskTop Organizations (Companies). The drop down menu items lists all of the Companies that have been added to the eClientLink editor. You may load an existing company by selecting it from the list.
Before a DeskTop company can be connected to the eClientlink App, the QuickBooks Web Connector Software must be loaded on the same computer that is running the QuickBooks program. This is a one time installation. For more information on this, See Web Connector Installation
The QuickBooks Web Connector can be used with any QuickBooks Desktop product supported by the QuickBooks SDK or the QBPOS SDK, including:
- U.S. editions of QuickBooks Financial Software products
- QuickBooks Desktop Enterprise
- QuickBooks Desktop Premier (2016 or later)
- QuickBooks Desktop Pro (2016 or later)
- U.S. QuickBooks Point of Sale (v13.0 or later)
- Canadian editions of QuickBooks Pro, Premier or Enterprise (2016 or later)
- UK editions of QuickBooks Pro or Accountant Edition (2016 or later)
To add a new QuickBooks company, select 'Connect to QuickBooks DeskTop from the Companies drop down menu.
The following pop-up will then be displayed. To add a new company, add the company name, and select the download choice. Then click the 'Continue' button. Selecting the 'Download Web Connector Config file' check box will download the Web Connector file to the local machine. Unchecking this box and adding a e-mail address will cause an e-mail to be sent with a link to the file download.
The next step is to install the download to the Web Connector software. See Web Connector Installation.
NOTE: Because of the type of connection to a QuickBooks DeskTop company, functions that require update from QuickBooks will take extended time to process. These include creation of new statements, exporting and updating statements to Excel and updating from the Trial Balance Maintenance page.