Integrating QuickBooks in CommerceJet

Integrating QuickBooks with CommerceJet enables seamless financial management for your e-commerce operations. Follow this guide to complete the setup.

Step 1: Access Trading Partners

From your CommerceJet Dashboard, select Trading Partners from the side menu. Locate the trading partner you want to connect to QuickBooks and click View.

Step 2: Manage Connection

On the right side of the screen, click the Manage button next to QuickBooks. If QuickBooks hasn’t been set up yet, you’ll see an error message. Click Create Connection to start the setup.

Step 3: Configure QuickBooks Desktop

• Open QuickBooks Desktop and press CTRL + 1 to access the Product Information page.
• Locate the File Information section and copy the file path (e.g., C:\Users\Public\Public Documents\Intuit\QuickBooks\CompanyFile.qbw).
• Paste this path into the provided field in CommerceJet and click Submit.

Step 4: Download Required File

A prompt will guide you on connecting CommerceJet to QuickBooks Desktop. Click the download button to get the required integration file.

Step 5: Open QuickBooks Web Connector

Launch the QuickBooks Web Connector application. If you can’t find it, search for it on your computer or refer to QuickBooks Help Resources.

• Click the Add an Application button at the bottom right, then select the file you just downloaded from CommerceJet.

Step 6: Authorize CommerceJet

• When prompted, click OK to authorize CommerceJet in QuickBooks.
• Another prompt will request permission to grant access to the web service. Select Yes, Always to allow access even if QuickBooks is not running.
• Check the box to Allow access to personal data if necessary.

Note: This authorization pop-up will appear the first time you add CommerceJet to QuickBooks.

Step 7: Update Connection

• You should now see CommerceJet listed as a new service in the QuickBooks Web Connector.
• Select CommerceJet from the list, enter the password provided in CommerceJet, and save it.
• Click Update Selected at the top to sync CommerceJet with QuickBooks. Wait for the Web Connector to finish the update.

Step 8: Verify Connection

After completing all steps, click the Verify Connection button in CommerceJet. You have now successfully integrated QuickBooks with CommerceJet.

Success!

Your QuickBooks connection in CommerceJet is now live, making your financial processes and e-commerce management much easier.

Need Help? For more tutorials or assistance, visit our Help Center at CommerceJet.