Information About QuickBooks Web Connector We’ll try to address each scenario throughout the instructions.

Do you have “ Admin” login credentials for my QuickBooks Desktop Company File? You’ll need to login to your Company File as Admin to setup the connection and create a dedicated MarginEdge user.ĭo you have access to other apps in the environment? For example, some hosting environments only give you access to QuickBooks and won't let you manage Desktop Apps like QuickBooks Web Connector, TransactionPro Importer, or Zed Axis.ĭo you access multiple company files or just one company file?.

I highly suggest you get answers to the below questions BEFORE you try to integrate QuickBooks Desktop and Margin Edge. *You may want to start with the article offering some context on this integration: Quick Primer on the MarginEdge Questions To Ask Yourselfīefore we continue with the setup instructions you need to have some basic understanding of the environment around your QuickBooks Desktop Company File.

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