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QuickBooks Desktop Sync Setup

Free Intuit Web Connector, about 5 minutes, one time

Connects DrillerDB to your QuickBooks Desktop company file using the free Intuit Web Connector. Customers, items, invoices, and payments push from DrillerDB into QuickBooks on a schedule (default: every 5 minutes).

What you need before starting

Step 1: Confirm internet reach

Open a browser on the PC that runs QuickBooks and visit https://qbwc.drillerdb.com/check. You should see a plain-text page that says OK, your public IP, and the server time. A blank page, a TLS warning, or a timeout means the PC cannot reach our service; see Troubleshooting below.

Step 2: Install the Intuit Web Connector (one time)

If you already use any other QuickBooks integration this is likely installed. Skip to Step 3.

  1. Download from Intuit: developer.intuit.com (QuickBooks Web Connector)
  2. Run QBWebConnectorInstaller.exe. Accept the defaults.
  3. The Web Connector adds itself to the Windows Start menu and runs in the system tray.

Step 3: Open QuickBooks Desktop

Open the company file you want to sync. Sign in as the QuickBooks Admin user (the Web Connector needs admin authorization the first time). Leave QuickBooks open while you do Step 4.

Step 4: Load the .qwc file

  1. Double-click your-company.qwc.
  2. The QuickBooks Web Connector opens and asks: "Authorize New Web Service?" Click OK.
  3. QuickBooks asks for permission to allow DrillerDB to read and modify this company file. Choose "Yes, whenever this QuickBooks company file is open", check "Allow this application to read and modify this company file" and "Allow this application to login automatically", then click Continue and Done.

Step 5: Enter your password

Back in the Web Connector window, find the new DrillerDB row. In the Password column, paste the one-time password we sent you and press Tab. The Web Connector saves it. You only do this once; the password is stored encrypted on this PC and is never asked for again.

Step 6: Run the first sync

  1. Check the box next to the DrillerDB row.
  2. Click Update Selected.
  3. The status column shows Connecting, then Sending, then Done within a minute or two.

If the status ends with Done and no red error rows appear, setup is complete. New invoices and customers from DrillerDB reach QuickBooks within 5 minutes of being created.

Step 7: Turn on auto-run (recommended)

In the Web Connector, check Auto-Run Every for the DrillerDB row and set the interval to 5 minutes. Leave the Web Connector running in the system tray; it is a tiny background process.

Troubleshooting

SymptomCauseFix
Step 1 page does not loadFirewall blocks qbwc.drillerdb.comAsk IT to allow outbound HTTPS to qbwc.drillerdb.com.
QuickBooks Web Connector error code 2270QuickBooks company file is closedOpen QuickBooks and the right company file, then click Update Selected again.
QuickBooks Web Connector error code 3170 / 3180DrillerDB sent a record QuickBooks rejectedTake a screenshot of the error row and email support@drillerdb.com. We adjust on our side; the Web Connector keeps retrying.
Status "Unable to find the company file"QuickBooks is in multi-user modeSwitch to single-user mode the first time you connect. After Step 5 completes you can switch back to multi-user.
Password prompt keeps reappearingPassword typoRe-paste the one-time password exactly as sent. Spaces and case matter.
QuickBooks Web Connector says "Unsupported version"QuickBooks Web Connector older than 2.3.0.xReinstall QuickBooks Web Connector from the Intuit link in Step 2.

If a row stays red after retries, take a screenshot and email support@drillerdb.com. Include the Web Connector error column text and the date and time. We can see the matching server-side log within minutes.

What syncs

DirectionObjectNotes
DrillerDB to QuickBooksCustomersCreated on first invoice send.
DrillerDB to QuickBooksService / inventory itemsCreated on first use.
DrillerDB to QuickBooksInvoicesSame number, line items, taxes.
DrillerDB to QuickBooksPaymentsApplied against the invoice.
QuickBooks to DrillerDBFirst connect: customers, items, last 12 months of invoicesOne-time import, for dedupe matching.

Stopping or pausing sync

To pause: uncheck Auto-Run Every in the Web Connector. Manual syncs still work. To fully disconnect: in DrillerDB go to Settings, then Integrations, then QuickBooks Desktop, and click Disconnect. This invalidates the credentials on our side immediately. Your QuickBooks file is unchanged. Settings reference: QuickBooks integration.

Support