How can we setup the QB Desktop?

To start the setup, install Web Connector to QB Desktop. For installation guide, please click the following link or follow the instructions below :

1. Download the installer of QuickBooks Web Connector.

2. Unzip the downloaded installer and run the .exe file.

3. Follow the prompts to complete the installation.
   Note: This installation will install Windows components if necessary.

After this installation, the QWC file should be inserted which is provided by Logiwa. Please contact the support team to get your QWC file.

The user name needs to be checked and configured as below :

• User Code for QB Web Connector should be a Logiwa user and the same user name should be written on QB WEB CONNECTOR FILE. It doesn't have to be a QB User. Just the Logiwa user and Webconnector file user has to be the same, that is all.

• The User who RUNS the connector on Quickbooks Desktop must be a QB Admin User. Otherwise, Webconnector won't run or Logiwa will not be able to return the data to QB.

Then open the web connector by logging in Quickbooks Desktop and go to File > Update Web Services. The popup window below will open :

Then add the QWC file you configured as below :

1. On your Web Connector, click Add Application.

2. Browse to the third-party application's .qwc file.
   REMINDER: The .qwc file will be provided to you by the third-party web application's provider. This file must be downloaded to your computer.

3. Select the .qwc file and click Open.

Then add the qwc file you configured as below :

1. On your Web Connector, click Add Application.

2. Browse to the third-party application's .qwc file.
   REMINDER: The .qwc file will be provided to you by the third-party web application's provider. This file must be downloaded to your computer.

3. Select the .qwc file and click Open.

To trigger the Web Connector :

1. Select the application by clicking the little box.

2. If the password is not filled and saved, please fill out the password as Logiwa login password.

3. Click on Update Selected.

4. Check the invoice data on Quickbooks Desktop.

After these steps, we have to create a store connection for QB Desktop from our Store Management screen.

Screen Path: Entity-> Store Management

Store Name: This field is using to name your store connection setup. Not controlled by any parameter. So you are free to name that field as you want.

Store Active? : Make sure that this field is enabled. Otherwise, Logiwa ignores the connection even though all is set right.

Inventory Site - For Get Order Reference: QB named Warehouses as Inventory Site in their system. For this field, please put Inventory Site name which is using in QB for Get Order services.

Adjustment Account:

Inventory Site - For Inventory Adjustment Reference: QB named Warehouses as Inventory Site in their system. For this field, please put Inventory Site name which is using in QB for Inventory Adjustment services.

User Code for QB Web Connector: Fill this field with the user name which is entered for QWC file. This user code needs to be in Logiwa, LPLA_USER table for the USER_CODE field. When the setup is completed UserID is going to keep in the CHDP_CHANNELUSERID field. So the user name on Logiwa DOESNT HAVE TO BE THE SAME ON Quickbooks Desktop USER.

Invoice Customer Selection Type: It can be "client-based" or "store-based".

In Quickbooks Desktop, we are able to send Customer data for Send Shipment in 3 ways for invoice purpose ;

1. per Customer, if the customer exists on Quickbooks as Company,

2. per Client-Based, if the Quickbooks store on Logiwa is created as Client Match for Invoice type for the customer.

3. per Store-Based, if Quickbooks store on Logiwa is created as Stored Base for Invoice type for customer

Please find the workflow as below for this integration feature:

1. If the “invoice customer selection type” is selected as “per customer”,

   1. "QB Cust. Number" on Organization screen must be filled out with the company information. This information would allow us to match the customer that needs to be "send shipment information"

   2. The "QB Cust. Number", which is a Customer on QB Online, can be found as below as Full Name on Quickbooks Desktop:

      

   3. If the customer of the Shipment order is found on QB Online, then the invoice would be created.

2. If the “invoice customer selection type” is selected as “store-based”,

   • Check if there is a store (like Amazon, Shopify, Shipstation) on Shipment Order. If Shipment Order is sent from a Store :

     • Check if the Store of the Shipment Order exists on Logiwa as Company. We are looking for the exact same name for the Store name (Like Shopify, Amazon, etc.)

     • If there is a company with the Store name on Shipment Order, then check if the customer "QB Cust. Number" on Logiwa exists under that company with the "Display Name As" field on Quickbooks Desktop. If it exists, it will not insert customer to Quickbooks Desktop. If not, it will NOT insert the customer to the system on the QB desktop. QB Desktop does not fit for creating the customers automatically.

     • If the Store does not exist as Company on Quickbooks Desktop, then Logiwa would give an error.

3. If the “invoice customer selection type” is selected as “client-based”,

   1. Check if the Logiwa Client on the Shipment Order exists on Quickbooks Desktop as Company.

   2. If the client exists as a company on Quickbooks, then check if the customer exists on the Company. If the customer does not exist, it will NOT insert the customer to the system on the QB desktop. QB Desktop does not fit for creating the customers automatically.

   3. If the client does not exist on Quickbooks Online as Company, Logiwa gives an error.

Screen Path: Entity-> Organization

Also, the Quickbooks Desktop User who runs the integration should be in Admin group, otherwise it will not transfer data.

Couldn’t Find What You Were Looking For?

Write to our support team: support@logiwa.com