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Quickbooks Desktop Integration Setup
Quickbooks Desktop Integration Setup

How to let Omega import your transactions to Quickbooks Desktop

Jon Pimentel avatar
Written by Jon Pimentel
Updated over a week ago

Omega can automatically import your invoices, payments, and more to Quickbooks Desktop

Just follow these steps, and you'll be all set

**Important Note: Before you begin, make sure that if you are not using Quickbooks Enterprise, you switch to single-user mode in Quickbooks. This can be done by going to the QuickBooks File menu, then selecting Switch to Single-user Mode**

1a) On the Omega EDI web app, find the navigation menu on the left and select Admin to expand the Admin menu, then select Account Settings and select the Integrations Tab.

1b) Click the button that looks like this:

This will download a file with a .qwc file extension that you will need in step 3.

It will also generate a password for you and email it to you. This is also for step 3.

2a) A group of six settings fields should have appeared. If not, you may need to log out of Omega, and back in.

2b) For each of these fields except Default Payments Account, you will need to create an item in Quickbooks to correspond to it

In Quickbooks, open your Item List and create a new item. Then select the appropriate type

Make sure to choose Sales Tax Item as the type for the Sales Tax Line Item and Sales Tax Item (0% Rate) and choose 0.00 for the rate on each of those

For the Default Payments Account field, enter the name of the Quickbooks account that you want payments to be sent to by default. Make sure you type it exactly as it appears in Quickbooks.

If you want the payment method to be included when a payment is imported, you can edit the Payment Method in Omega, open the Quickbooks tab, and fill in the Quickbooks Payment Method Name field with the name of the Payment Method exactly as it appears in Quickbooks

2c) Go back to Omega and fill in the fields with the names of the corresponding items from your Quickbooks Desktop company file.

Important Note: The names you choose for these items must be exactly the same in Omega and in Quickbooks, and only the following special characters are allowed:

, . ? @ & ! # ' ~ * _ \ - ; + ( )

This means none of them may include a % character!

2d) Click Save at the bottom of the page

3a) Open Quickbooks Desktop, and select File->App Management->Update Web Services

This will open the Quickbooks Web Connector. If it didn't come pre-installed with your copy of Quickbooks Desktop, you will need to download and install it

3b) Click the Add an Application button

3c) Select the file you downloaded in step 1b and authorize the web service when prompted to do so

3d) Open the Web Connector again and you should see the Omega web service listed. Copy the password that was emailed to you in step 1b and paste it into the Password field. Press the Enter key on your keyboard and save the password

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