First, navigate to Confido and complete the following steps
Click the three dots [...] next to your name in the bottom left hand corner
Select Integrations
Click Software in the top right corner
Click Add New Accounting Software
Select Quick Books Desktop
Click Add New Integration
Next, navigate to your computer files
Find your QBD file (type is .qbw) and typically found in C:\Users\Public\Documents\Intuit\QuickBooks\Company Files\
Once found click on the file (but do not open it)
Now, click Home and select Copy File Path
Now, navigate back to Confido
Paste the file path from above
Copy and Store the generated password for future use
A file will download on your computer
If the web connector is already installed continue below
If you do not have the web connector installed open the file and select Okay grant permissions to the web connector
Now, navigate to Quickbooks Desktop:
Hover to File and select App Management
Select Manage Web Services
Select Add Application
Select the download from earlier named Confido-QWBC
Click Okay
Select Yes, always; allow access even if QuickBooks is not running
Now, select the user that is most commonly posting to QBD from Confido or the admin for ease
Note: if there are multiple users you'll need to complete this process for each (and select the applicable user at this step)
Finish granting permissions by selecting Continue and then Done in the Access confirmation pop-up
The QuickBooks Web Connector will reappear
Paste the password that was generated earlier in Confido in the Password box in the web connector
Click Yes to save password
Your setup is now complete !
Please notify support@confidotech.com once complete.
Data will be begin flowing within the next 24 hours
