In order for The Service Program Online or RouteStar Online to connect to your QuickBooks Desktop company file, we use Intuit's Web Connector Program to establish the sync.
This guide will walk you through how to download and install the connection file and then configure it to connect to your QuickBooks company file.
If you have any questions or need assistance with these steps, please email us at customersupport@westromsoftware.com. If you wish, we can set up an appointment where one of our techs can remotely connect to your computer and complete the installation and configuration for you.
Download the Connection File
Log into your Service Program or RouteStar account. Click on the QuickBooks Icon in the top toolbar and select QuickBooks Dashboard.
Click Download Connection File on the upper-right side of the screen.
That file will now download to your computer. (Check your downloads folder or wherever files are normally saved to ensure it has been downloaded successfully.)
Install and Configure the Connection
Once the file is downloaded to your computer, open QuickBooks and log into your company file.
At the top left-hand corner click File > App Management > Update Web Services
The Web Connector will now pop up in your QuickBooks. Click the Add an Application button on the bottom right-hand corner.
Search for the QWC file that was downloaded to your computer, click it, and press Open.
Navigate through the prompts as follows:
If you see this pop-up box, click NO.
Click YES on this pop-up.
Click OK on this final pop-up:
Check the AutoRun option and in the password field enter "password". (This is NOT your Service Program or RouteStar password, just "password". Do not enter the quote marks.)
To test the sync, check the box to the left of the Service Program or RouteStar Solutions line and click, the Update Selected button at the top of the box.