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QuickBooks Enterprise Data Connection Setup

Setting up a QuickBooks Enterprise connection should only take 5-10 minutes.

     There may be fees associated with setting up a new data connection. Please contact your account team to confirm pricing.

Pre-Implementation

To establish the connection, you will need the BUCS Remote Agent installed on the machine where your QuickBooks Enterprise files are located.  Remote Agent installation instructions can be accessed here.

Implementation

1. Connect to QuickBooks Enterprise

Go to BUCS Customer Portal > Connection Management > Connection Hub. Locate or search for the QuickBooks Enterprise connector and click Connect.

 

2. Name Connection

Enter a Name for your connection on the first page of the connection wizard and then click Next. The connection name should be descriptive and specific to the connection you want to establish. 

 

3. Provide Connection Details 

Provide the File Path to the QuickBooks Enterprise data file and your QuickBooks Enterprise Username and Password.  Click Save.  The Username and Password can be associated to an existing user or you can setup a new dedicated BUCS user in your QuickBooks Enterprise account.

      Follow these instructions to find the File Path:

1. Open the QuickBooks Desktop app on the server where the BUCS Remote Agent is installed.  Select Open or restore an existing company.        

2. On the next screen, select Open a company file and then click Next. 

         

3. Navigate to the Company File. Right click and select Properties.  

           

4. Select Details. Copy down the Folder path in the screen. 

         

5. Enter the value"[Folder path]\[Company File name].qbw"  in the connection wizard in the File Path field.  

[Folder path] is the location you copied in step 4 and [Company File name] is the name of the file you right clicked in step 3.          

4. Connection Established

If the connection was established successfully, you will see a Connection Established message and data from QuickBooks Enterprise will continuously sync to BUCS.  If the connection was not successful, you will be asked to try again.

NOTE: If you don't see your QuickBooks Enterprise data appear in the BUCS platform in 24 hours, please contact your account team.