Configuration and synchronization procedures

Important notes

• Sherweb integration only supports QuickBooks 2015 and newer versions.

• QuickBooks Web Connector must be installed on the same machine as QuickBooks Desktop.

• Yearly paid subscriptions can be mapped and synchronized to QuickBooks Desktop.

• The Unit Cost is synchronized.

• The Unit Price is not synchronized. These values must be manually configured in QuickBooks Desktop.

• Automatic synchronizations are performed once a day. 

• Invoices are generated at 5 AM Eastern Time (US & Canada) on the day of the month you selected.

• The integration can automatically generate invoices in QuickBooks Desktop or update existing invoices which are not sent and have a date that corresponds to the invoicing period.

  • If you choose to create invoices, the system will create invoices that contain Sherweb products in addition to your existing invoices (created manually or recurrently).

  • If you choose to update existing invoices in your QuickBooks Desktop, the integration will add Sherweb products to them and modify existing line items that contain a Sherweb product.

    • If you use recurring QuickBooks Desktop invoices, the integration will update them once they have been generated.

    • If you have more than one invoice for the same customer for the same billing period, the most recent invoice will be updated. 

Selection of the QuickBooks Desktop integration

1. In the partner portal, click Setup.

2. Click Billing Integrations.

3. Click Setup Connection in the QuickBooks Desktop tile.

Billing and Synchronization Options

4. Select the configuration options corresponding to your billing method. (Note that once saved, this option can no longer be edited).

5. Select Prorate Licenses option, if desired.

6. Choose which day of the month you would like to generate the invoices in QuickBooks Desktop.

7. Click Save and Continue.

Setup Connection

8. If your QuickBooks version is not Premier or Pro, download and install QuickBooks Web Connector (on the same machine as QuickBooks Desktop).*

9. Log in to QuickBooks Desktop as an administrator in single user mode.

10. Click Download File.

11. Copy the password.

12. Open QuickBooks Web Connector. If you have the Premier or Pro version, click on the File menu in QuickBooks Desktop and select the Update Web Services option.

13. Click on Add Application.

14. Browse to the QWC file.

15. Select the QWC file, click Open and complete the procedure for adding the application.

* Note: The Web Connector is automatically installed with the Premier or Pro versions of QuickBooks Desktop.

16. Launch a sync in the QuickBooks Web Connector by clicking on Update Selected.

17. Click Next in the partner portal.

18. Click Start.

Offer Mappings

19. In the Offer Mappings tab, if you want to synchronize an offer with QuickBooks Desktop, toggle on the Sync option.

20. Select the QuickBooks Desktop product/service that you want to associate with an offer.

21. When mappings are completed, click Save.

Organization Mappings

22. In the Organization Mappings tab, select a QuickBooks Desktop customer to combine with an organization in the partner portal.

23. In the dropdown, choose whether the system should create an invoice or modify an existing one in QuickBooks Desktop.

24. If you want to synchronize an offer, activate the Sync option.

25. When mappings are completed, click Save.

Status tab

26. Before you bill in QuickBooks Desktop, make sure that you don’t have a synchronization error. To do this, click on the Status tab. 
    If there are synchronization errors, they will be displayed in this window. Once the errors have been corrected, launch a sync in QuickBooks Web Connector by clicking on Update Selected.