ConnectBooster Integration with QuickBooks

31 January 2023
QuickBooks
Written by Editorial Team

ConnectBooster is an accounts receivable automation tool that helps businesses in automating billing and collections tasks and collect customer payments. With two-way data syncing, ConnectBooster helps in eliminating time-consuming and redundant accounting tasks as well as stressful collections calls. ConnectBooster pulls information from invoices containing variable or fluctuating billing amounts, avoiding billing errors and saving countless hours of manual invoice adjustment. It offers various features including Dunning Management, Multi-Period Recurring Billing, Payment Processing, Recurring Invoicing, and Self-Service Portal in one place to simplify various tasks. In this article, we will explain how to integrate ConnectBooster with QuickBooks.

What Are the Advantages of Integrating ConnectBooster with QuickBooks?

These are the advantages of integrating ConnectBooster with QuickBooks.

Payments automatically reconcile to the GL account and mark invoices as paid.
Uses PCI Compliant encrypted payment gateway to store client’s payment methods for future use.
Automatically update customers’ cards when issuing bank makes changes.
Automates past due invoices and statement email reminders.

Steps to Integrate ConnectBooster with QuickBooks

Follow the given steps for integrating ConnectBooster with QuickBooks Desktop.

Log into the QuickBooks account as the administrator.
Set the company file to single-user mode.
Launch the Web Connector application.
Go to your ConnectBooster portal.
Login with any admin account to download a configuration file.
Once the file is downloaded, click “Add an application” in the bottom right-hand corner of the Web Connector.
Now, open the recently downloaded config file.
QuickBooks window will pop up with an initial permission box, select “OK.”
Next, a QuickBooks certification window will pop up, select “Yes, always allow access even if QuickBooks is not running.”
Open the Web Connector and enter the password in the “Password” field.
Finally, tick the selection box on the left of the files and click “Update Selected.”

Apps4Rent Can Help with ConnectBooster and QuickBooks Integration

Integrating ConnectBooster with QuickBooks helps businesses in automating their various accounting processes allowing them to allocate their time to other crucial business operations. As an Intuit Authorized Hosting Provider, Apps4Rent can host QuickBooks Desktop and QuickBooks Enterprise in top-tier SAE-16 certified data centers in New York and New Jersey, along with add-on applications such as ConnectBooster at no extra cost. Contact our QuickBooks virtualization specialists available 24/7/365 via phone, chat, and email for assistance.