Infusionsoft + QuickBooks

Configuration Infusionsoft

You will need to generate an API key within Infusionsoft. Follow these instructions here:

Configuring QuickBooks (Pro, Premier, Enterprise)

To configure QuickBooks:

  1. You will be provided with a configuration URL. Visit that URL. You will be prompted to download a file. Please download and save this .QWC file.
  2. Download and install the Web Connector from Intuit's website:
  3. Open up QuickBooks, and open up your QuickBooks company file
  4. Open up the QuickBooks Web Connector (a shortcut was placed on your Start Menu under Start > Programs > QuickBooks > Web Connector)
  5. Find where you saved your .QWC configuration file, and double-click the .QWC file
  6. The Web Connector will load the .QWC file, and prompt you to allow access to QuickBooks. You must choose to allow access to QuickBooks. You do not need to allow access to personal data like social security numbers or credit card data. It does not matter which option you choose, as long as it's one of the ones allowing access to QuickBooks.
  7. A panel will load into the Web Connector with a 'Password' box on the far right. Enter the password provided to you in the password box.

Configuring QuickBooks Online Edition

infusionsoft.txt · Last modified: 2013/01/21 12:44 (external edit)