Establishing your QuickBooks Desktop Connection
We respect the security requirements of all our customers, including customers that have their QuickBooks Desktop applications installed in their secure or hosted environment.
The security of our customer’s data is our priority. InterWeave is hosted in a PCI compliant (level 2) environment and our architecture guarantees the full isolation of every customers data in our community servers. You also have an option of dedicated servers if you require it. There are two elements of the connectivity from our cloud-based servers to your QuickBooks Server.
(1) Runtime connectivity
We use the QODBC driver (part of QuickBooks Enterprise package) to connect to your QuickBooks. You can look at https://qodbc.com/supportfaq/ to get your self familiar with the driver. We need one port (recommended default port is 4500, but you can use any other port of your preference) opened for inbound and outbound secure (encrypted) communication (TCP). We will be connecting from one or two servers from our environment. IP addresses of these servers must be whitelisted in your firewall and a port forwarding rule to your local server must be created.
(2) Installation and managing your connection
2.1 You will create integration user in QuickBooks named interweaveQR (or with any other name) with Full Access role. The role can be changed as needed later.
2.2 You will create custom field AccountID in QuickBooks Customer or Vendor object. If you are planning to integrate Account Receivable section of QB, the custom field must be active for Customer. If you are planning to integrate Account Payable section of QB, the custom field must be active for Vendor as well.
2.3 If you do not have QODBC driver installed during your QB installation, you will install QODBC Driver (see https://qodbc.com/how-to-install-qodbc/ ). If you have QODBC driver installed, please make sure that it is updated to the lates version of the driver.
2.4 You need to create the DSN (Data Source Name) in QODBC on your server using driver “QODBC Driver for QuickBooks” (see Pic. 1). Please create 32-bit System DSN (not User DSN!). Please send us the name of DSN you’ve created.
Very important! Please turn the Optimizer option off for the DSN used for the InterWeave.
2.5 You need to connect to your QuickBooks company file(s) using the documentation from https://qodbc.com/connecting-to-quickbooks/. Please use DSN created in 2.4 and QB user created in 2.1 during your connection process.
2.6 For remote connectivity, you need to use the QRemote server component of the QODBC driver – see documentation in https://qodbc.com/using-quickbooks-remotely/. If you need assistance – we can provide a zoom session during which you’ll be setting up the connectivity. You will also be managing QuickBooks connectivity in the future using the documentation of the QODBC driver and InterWeave. To access the InterWeave Knowledgebase, go to https://help.interweave.biz/docs-category/knowledgebase/. For more in-depth documentation, an InterWeave Support Agent can assist you with password creation for access.
2.7 We can also help with installing the QODBC based connectivity on your QuickBooks server. For this, we need to be provided with the direct RDP access to your QuickBooks server from the two or three IP addresses in InterWeave. These addresses must be whitelisted in your firewall and port forwarding rules created. Alternatively, we can use LogMeIn client to access a QB server (LogMeIn invitation must be provided). That access can be removed after the installation process is finished.
VERY IMPORTANT! We do not support any VPN based connectivity or MFA mechanisms that require installing components in our production environment. This is the violation of our security policies and cannot be used.
We can also fully manage your QODBC connectivity issues. In this case, the access is documented in the section 2.7.
As an alternative option, if you are interested, we can help you to move your QuickBooks Desktop to our hosting partners where you’ll be in the fully secure environment. The integration is setup by the partner and the connection is monitored by InterWeave.
