Getting Started with QuickBooks Desktop

There are two version of QuickBooks: online and desktop. This article explains how to connect Kindful to QuickBooks Desktop.



Connecting to QuickBooks Desktop

To get started, go to Settings on the left sidebar, then the Integrations section. 

Important: Read through the instructions thoroughly and follow each step.  


Instructions to read first

Please read through all steps before continuing.

SETUP

  1. Verify your current integration settings with the "Settings" button.
  2. Install QuickBooks Web Connector on the computer with QuickBooks.
  3. Download your qwc file.
  4. Open QuickBooks to the company file you want to use.
  5. Open the Web Connector: in top menu bar File > Update Web Services.
  6. Move the kindful_integration.qwc file to the QuickBooks Machine.
  7. In the Web Connector press Add an application in the bottom right.
  8. Choose the qwc file and press Open.
  9. Authorize New Web Service dialog should appear. Please review and press OK.
  10. QuickBooks Application Certificate dialogue should appear. Please choose either  "Yes, whenever this QuickBooks company file is open" or "Yes, always" and press Continue.
  11. An option asks if personal data should be shared. Kindful does not need access to this information.
  12. Access Confirmation dialogue should appear.
  13. The web connector should now show a Kindful production row with a password box in the second to last folder.
  14. Enter password here into the password column and press enter.
  15. You should be prompted to save the password.

SYNCING

  1. Choose the application checkbox for Kindful production and then press Update Selected in the top bar.
  2. A QuickBooks sync will commence.
  3. Depending on the size, this may take anywhere from 5 minutes to many hours. Last Run should show OK when complete.
  4. Kindful is able to query for changes only, so subsequent syncs will be much faster.
  5. Once complete, it may take Kindful some time to finish processing the sync. The status can be reviewed using the Status button.
  6. Updates can be scheduled to occur regularly, even when QuickBooks is not active.
  7. Updates more frequent than once an hour are not supported.
  8. If you need to cancel a sync, the Web Connector doesn't provide a way to do this. Clicking on the Status button provides a way to cancel.

WHAT GETS SYNCED

  1. Kindful imports Customers, Income Accounts, Classes, Sales Receipts.
  2. Kindful exports those items as well.
  3. A transaction must have a designation to get exported to QuickBooks.
  4. A transaction gets a designation by having it directly assigned, or through defaults that are set on the Campaign or Fund.
  5. Contacts are only exported if they have a transaction that can be synced.

WHAT DOES NOT GET SYNCED

  1. Kindful does not work with Deposits, Accounts Receivable, Invoices, Payments.



Connection walkthrough

Below you'll find a guided look into what you can expect when connecting your QuickBooks Desktop account to your Kindful account.  

 

Initial QuickBooks Setup


Creating a Customer from QuickBooks


Creating a Sales Receipt from QuickBooks


Settings for the integration within Kindful


Installing the Webconnector


Agreement to Terms


Kicking Off Sync from QuickBooks


Sync in progress as seen in Kindful 


Sync progress (status changes)

 

Sync progress (status changes)


Funds (Accounts) are shown as created in Kindful


Designations (Items) are shown as created in Kindful


Campaigns (Classes) are shown as created in Kindful

Kindful Dashboard showing synced QuickBooks transaction


New Contact created in Kindful 


Creating a Transaction within Kindful with new contact 


Synced and manually added transactions in Kindful


Detailed view of synced and manually added transactions in Kindful 


Running the QuickBooks sync again 


Watching the sync status from Kindful


QuickBooks Customer List, Note Kindful Added Contact


Sales Receipt added to QuickBooks from Kindful to Kindful-created contact

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments