Connect QuickBooks Desktop

QuickBooks Desktop runs on your own Windows computer, so SteadyChase reaches it through Intuit's free QuickBooks Web Connector, which is already installed with QuickBooks Desktop. It syncs every 15 minutes while QuickBooks is open.

Set it up (about 10 minutes)

1. In Settings, next to QuickBooks Desktop, click Set up. You'll see a password: keep that page open.

2. On the computer with QuickBooks, click Download steadychase.qwc.

3. Open QuickBooks and your company file, signed in as the admin user.

4. Double-click the downloaded file. (Or open the Web Connector from the Windows Start menu, click Add an application and choose the file.)

5. QuickBooks asks whether to allow SteadyChase: choose Yes, whenever this QuickBooks company file is open, then Continue and Done.

6. In the Web Connector, click the Password box next to SteadyChase, paste the password, and save it when asked.

7. Tick Auto-Run and click Update Selected. Your customers and unpaid invoices appear in SteadyChase within a minute.

What syncs

• Into SteadyChase: customers and invoices, each time the Web Connector runs.
• Back into QuickBooks: online payments (as received payments against the invoice) and late fees (as invoices using a service item called Late fee: create it once under Lists → Item List → New).

Good to know

• The computer must be on and QuickBooks open for syncing. If the Web Connector hasn't run for a day, reminders and fees pause and you'll see it under Needs you, so customers are never chased for something already paid.
• Changes QuickBooks refuses (for example, a missing Late fee item) show under Needs you with QuickBooks' reason.
• Early-payment discounts aren't available with QuickBooks Desktop yet.
• Lost the password? Click New Web Connector password in Settings and enter the new one in the Web Connector.