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. Then the Web Connector configuration file, that is supplied by eClientLink must be added to the Web Connector Software. Below are the steps to load the QuickBooks Web Connector Software and the configuration file.


1. Verify that the Web Connection Software is started on the same computer that is running the QuickBooks program. Usually this program is loaded when the QuickBooks program is loaded. It then shows up on the menu under QuickBooks. In the event it was not loaded, it can be downloaded.  The program can be downloaded from https://quickbooks.intuit.com/community/Help-Articles/Set-up-QuickBooks-Web-Connector/m-p/185852.



2. Save the Web Connector configuration file to the hard drive of the computer that is running the QuickBooks program. This file is supplied by the eClientLink App. It can be downloaded from the ' eClientLink QuickBooks Web Connector Download' page. This page is available directly from the eClientLink App or a link to this page can be e-mailed to you.


Note, if you wish to be able to update the information in eClientLink at any time, make sure to supply the full path information that is requested during this download. This information can be found in QuickBooks by pressing F2. If this option is not selected, the QuickBooks program will need to be open when eClientLink is updating information. As noted below, the Web Connector must also be running during update operations.


3. Load the configuration file into the Web Connector program. For this step the QuickBooks program must be open. When the Web Connector is first started, the following will be displayed. If there are other applications using the Web Connector, the screen will display those applications instead of the image below.



Click on 'Add an Application' button. A dialog box will come up to select the Web Connector file that have previously been downloaded from eClientLink. After selecting the file, the following will be displayed.



Click on the 'OK' button. The first time this file is added, the following will then be displayed.



Check the 'Yes, always, allow access even if QuickBooks is not running' check box . Then click on 'Continue' .  The following will then be displayed.



Add a password of your choice (1), select the application (2), test connection (3). If the installation is successful the test connection should not return an error message. It is recommended that the Web Connector remain running. This will allow eClientLink to update the required information at any time. The application can be hidden by clicking on the 'Hide' button, but it will remain running in the background. The QuickBooks program can be closed.


If the connection to eClientLink fails to work, it is recommended that the Web Connector be reset and the procedure above be rerun. If this fails, please contact eClientLink support at support@eClientLink.com . For information on reseting the Web Connector click here.