Quickbooks Desktop

This integration allows you to connect QuickBooks Desktop with Flxpoint to sync inventory, fulfillment requests, and accounting data. The integration is webhook-based, requiring users to install and configure the QuickBooks Web Connector. Once connected, Flxpoint can import inventory, sync fulfillment requests, create purchase orders, and optionally generate item receipts in QuickBooks. Users must ensure proper source linking and SKU matching for accurate data synchronization.

 

How to Connect

 

📥 Phase 1: Download and Install QuickBooks Web Connector +
Download the Web Connector
Download and install the QuickBooks Web Connector application from Intuit's official website.
System Requirement: This must be installed on a Windows machine, not Linux/iOS.
Install and Launch
Complete the installation process and open the QuickBooks Web Connector application. You should see the main interface with options to add applications.
QuickBooks Web Connector Interface
📄 Phase 2: Download and Import Configuration File +
Download the .qwc Configuration File
Download the config.qwc file here.
Download URL: https://drive.google.com/file/d/1zj82Jt2PORP0PvudY6cOBSQ_F4-CGihh/view
  • Save the config.qwc file to an easily accessible location
  • This file contains the connection settings for your Flxpoint integration
Note: Keep this file safe as it contains your connection configuration settings.
Add Application to Web Connector
In the QuickBooks Web Connector:
  • Click "Add an Application"
  • Browse and select the config.qwc file you downloaded
  • The application will appear in your Web Connector list
🔗 Phase 3: Configure Flxpoint Integration +
Set Up QuickBooks Desktop Source
In your Flxpoint account:
  • Navigate to Sources section
  • Select "QuickBooks Desktop" as a source integration
  • Create a new connection for QuickBooks Desktop
This establishes the connection endpoint that the Web Connector will communicate with.
Generate API Token
In the Flxpoint QuickBooks Desktop integration settings:
  • Go to the "Basic Info" section
  • Click "Generate API Token"
  • Copy this API token - you'll need it for authentication
Security: Keep this API token secure. It's used to authenticate the connection between QuickBooks and Flxpoint.
🔐 Phase 4: Complete Authentication Setup +
Configure Password in Web Connector
Return to the QuickBooks Web Connector:
  • Locate your newly added application in the list
  • In the "Password" field, paste the API token you copied from Flxpoint
  • Click "Update Selected" to save the password
This API token serves as the password that authenticates your Web Connector with Flxpoint.
Test the Connection
To verify everything is working correctly:
  • Select your application in the Web Connector
  • Run an update to test the connection
  • Monitor the progress bar - it should reach 100% completion
  • Check for any error messages in the status column
Success Indicator: A successful connection will show 100% progress and "All processes completed" status. If you see errors, verify your API token and network connection.
✅ Phase 5: Verify Data Synchronization +
Check Data Sync
After a successful connection test:
  • Verify that products or data sync successfully between QuickBooks Desktop and Flxpoint
  • Check your Flxpoint dashboard for imported QuickBooks data
  • Confirm inventory levels and product information are accurate
Enable Automatic Syncing
Once you've verified the connection works:
  • In the Web Connector, you can enable "Auto-Run" for scheduled synchronization
  • Set the frequency based on your business needs (every 30 minutes is common)
  • Monitor the first few automatic runs to ensure stability
Ready for Production: Your QuickBooks Desktop integration is now complete and ready for ongoing data synchronization with Flxpoint!

 

Product Operations

Get Inventory (Primary) 

Operation Workflow

  • This is a webhook integration to QuickBooks Desktop via the QB Web Connector (example).
  • We provide a .qwc file to the customer for setup.
  • The user adds that file in the QuickBooks Web Connector, placing the API key as the “password”.
  • On each “Update Selected,” Flxpoint imports inventory data:
    • SKU → Name
    • Title → FullName
    • Cost → SalesPrice
    • Quantity → QuantityOnHand
    • Category1 → IncomeAccountRef → FullName

Troubleshooting

  • Common Error #1: If progress bar doesn’t finish, confirm QB Web Connector is configured properly.
  • Common Error #2: If items aren’t appearing in Flxpoint, ensure your “Inventory” toggle is enabled.

Operation Details

Feature Support Notes
Custom Fields Not Supported We do not import any custom fields.
Variations/Options Not Supported No variation concept in this integration.
Cost Supported Purchase cost from QuickBooks item is used.
Quantity Supported Maps to QuantityOnHand in QB.
 
 

 

 

 

Accounting Transactions

Accounting Transactions handle deeper financial processes such as purchase orders, fulfillment requests, and invoices (bills). 

Send Accounting Fulfillment Requests 

Operation Workflow

  • We connect to QuickBooks Desktop via the QB Web Connector again.
  • Once a Fulfillment Request is Processed or Acknowledged in Flxpoint, we create an Item Receipt and a Purchase Order in QB (depending on your workflow).
  • We rely on the same Flxpoint Source API token for authentication.
  • Ensure the Accounting Sync toggle is enabled in Flxpoint for FRs to sync to QB.

Troubleshooting

  • Common Error #1: If no item is found in QuickBooks, ensure the “Item association” matches (SKU).
  • Common Error #2: If the job halts at 0%, confirm your config.qwc file and Web Connector logs.

Operation Details

Feature Support Notes
FR Status for Sync Supported Must be Processed or Acknowledged for sync.
Acknowledgements Not Supported We do not receive separate acknowledgement from QB once FR is posted.
Item Association Supported We match existing items in QB by SKU or Name.
Account Ledger Sync Supported We sync to vendor in QB based on the Source name in Flxpoint.