QuickBooks Desktop Web Connector

Connect QuickBooks Desktop through the QuickBooks Web Connector and diagnose connection or sync problems.

You can connect one QuickBooks Desktop company to Levelup through Intuit's QuickBooks Web Connector (QBWC). QBWC pulls from Levelup when it runs on your Windows machine; Levelup does not open a connection to your computer or write data back to QuickBooks Desktop.

Required role: Owner or Admin

Before you connect

Prepare the Windows machine that runs QuickBooks Desktop:

Install QBWC on the same machine as QuickBooks Desktop. Download the version that matches your QuickBooks Desktop version from Intuit's QBWC installation guide.
Open the target QuickBooks company file and sign in as a QuickBooks administrator before importing the connection file.
Keep the machine powered on and signed in whenever you expect QBWC to run.

QBWC uses a .QWC configuration file to register the Levelup connection. The file identifies the connection and its configured run interval. It does not contain the password that QBWC requests during import.

Connect QuickBooks Desktop

Go to Integrations.
Select Connect QuickBooks Desktop. The setup wizard opens in an in-app dialog; it does not open an OAuth sign-in popup.
Install QBWC if it is not already installed, then select Next.
Select Generate connection file. Copy and store the displayed QBWC username and password before continuing. The password is shown only once.
Select Download .QWC file.
On the Windows machine, double-click the downloaded .QWC file. QBWC opens and adds the Levelup connection.
Paste the QBWC password when QBWC requests it.
In QuickBooks Desktop, approve the application certificate as an administrator. Select Yes, always; allow access even if QuickBooks is not running so QBWC can run scheduled pulls.
In QBWC, select the Levelup row, check its box, and select Update Selected. This starts the first pull.

The wizard shows Connected after Levelup receives a poll. It shows Syncing after data is received and processed.

Link the Levelup company

The connection must be linked to a Levelup company before any accounting data can sync.

In the setup dialog, select a company from the Link a company to start syncing list.
Select Link company.
Return to the verification step and run Update Selected in QBWC if the first poll has not arrived.

You can close the dialog with Finish later before the first sync completes. The connection remains provisioned, but it will not sync until it is linked to a company and QBWC runs.

Understand the pull schedule

QBWC initiates every request. The generated .QWC file includes the configured run interval, so a scheduled pull occurs only when QBWC is running on the Windows machine.

To poll immediately, open QBWC, select the Levelup row, and choose Update Selected. Use this after setup, after linking a company, or when you need to prompt the next scheduled pull without waiting for its configured interval.

Check connection and sync state

The setup wizard uses these labels:

Label	Meaning	What to do
Connected	A QBWC poll arrived. Data may still be processing.	Wait for the first data sync or select Retry sync if it remains empty.
Awaiting next poll	A poll arrived before, but the next configured pull has not arrived yet.	Keep the Windows machine available or choose Update Selected in QBWC.
QuickBooks offline	No recent poll arrived.	Open the company file, start QBWC, and run Update Selected.
Not yet connected	Levelup has not received a successful poll.	Complete the connection steps and run Update Selected.
Sync failed	The latest sync job returned an error.	Review the displayed error and select Retry sync, then run Update Selected.

For diagnosis, Levelup records the latest successful poll time, the configured QBWC interval, the derived connection state, whether the connection is linked and has synced data, and the latest sync error when one is available. The status indicator shows the last poll time in UTC and the current state; the wizard shows the latest sync error when a sync fails.

Resolve common setup blockers

The setup dialog will not advance

You cannot continue past the connection-file step until you select Generate connection file. If you already generated credentials, the password is not shown again. Select Re-provision only if you did not save it; this invalidates the current .QWC file and password, so download and import a new file.

QBWC does not start the first pull

Open QuickBooks Desktop with the target company file open.
Confirm that QBWC contains the Levelup row and has the password.
Confirm that you approved Yes, always; allow access even if QuickBooks is not running.
Select the Levelup row in QBWC and choose Update Selected.
Keep the Windows machine powered on and signed in until the first sync completes.

After 20 minutes without a first poll, the setup dialog shows the same checklist.

QBWC reports an error while adding the `.QWC` file

If you see an import error such as QBWC1048:

Update QBWC to a current version that supports modern TLS.
On Windows 8.1 or Windows Server 2012, enable TLS 1.2 with QuickBooks Tool Hub, then import the file again.
Download a fresh .QWC file and import it after removing the older Levelup entry from QBWC.

Access and limitations

Owner or Admin role is required to manage organization integration accounts.
The Levelup connection is read-only. Levelup does not write data back to QuickBooks Desktop.
QBWC is a Windows application. Scheduled pulls stop when QBWC is not running or the Windows machine is unavailable.
The first authorization prompt requires the QuickBooks company file to be open. Use the always-allow option for unattended scheduled pulls.
This flow does not use OAuth, so browser popup blockers do not apply. The setup dialog can be closed with Finish later and reopened from Integrations.

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