What is this FAQ guide for?
This FAQ guide is written for end-users of Conductor’s QuickBooks Desktop integration. It aims to answer any questions about your QuickBooks Desktop connection and Conductor, the technology provider powering it.
How does the integration connect with QuickBooks Desktop?
The integration uses the QuickBooks Web Connector, a built-in feature of QuickBooks Desktop designed for secure data synchronization. It employs robust user authentication and SSL (Secure Socket Layer) encryption to ensure your data is encrypted during transmission and protected from unauthorized access.
Do you store any of my QuickBooks Desktop data?
No, we do not store any of your QuickBooks Desktop data. The integration acts as a secure conduit, facilitating information transfer between your QuickBooks Desktop and the software you are using without retaining any of that information.
What is the QuickBooks Desktop Web Connector?
The QuickBooks Web Connector is a program preinstalled with QuickBooks Desktop. It securely syncs your data and operates in the background on your computer. It starts automatically with your computer, ensuring reliable data synchronization. You may only interact with it during the initial setup of your QuickBooks Desktop connection.
What security measures does the integration implement to secure data?
The integration employs the following security measures:
- SSL Encryption: Ensures secure data transmission.
- Encrypted API Keys: Allows only authorized software to access your data.
- Zero Data Storage Policy: We don’t store your QuickBooks data, preserving your privacy.
- Continuous Monitoring: Systems are monitored for unusual activity to prevent unauthorized access.
Does the integration impact the speed or performance of QuickBooks Desktop?
No, the integration does not slow down QuickBooks Desktop because:
- It operates via the lightweight Web Connector in the background.
- Data requests are limited to 500 records at a time to prevent performance issues.
- The Web Connector checks for new requests every 10 seconds without affecting Windows system performance.
- No performance issues have been observed or reported.
Which data from QuickBooks Desktop can the integration access?
The integration can read and write most data types in QuickBooks Desktop except for sensitive information like Social Security Numbers and customer credit card details. Full data access is necessary because the Web Connector doesn’t support limited permissions.
Does my computer need to be powered on to sync my QuickBooks Desktop data?
Yes, your computer must be powered on for the integration to sync data.
Does QuickBooks Desktop need to be open to sync my data?
No, the integration can sync data even if QuickBooks Desktop is not open. However, an error will occur if QuickBooks Desktop is open to a different company file.
Does my computer need to sign in as the Admin user to sync my data?
No, Admin access is only required during the initial setup process. After setup, you can use a regular QuickBooks Desktop user account.
Is it a problem if the Web Connector says “Update postponed by application”?
No, this message is normal and indicates that the Web Connector checked for updates but no sync was needed.
How often does the integration access my QuickBooks data?
The frequency of data access depends on the software you are using. Syncs typically occur when initiated by you (e.g., clicking a “sync” button). For details, contact your software provider.
Does the integration work with Rightworks (formerly called Right Networks)?
Yes, the integration fully supports QuickBooks Desktop on Rightworks. Please refer to the Connecting to Rightworks guide for setup instructions.
How can I disable the QuickBooks Desktop connection?
Follow the provided guide to disable the QuickBooks Desktop connection.
Who is Conductor?
Conductor is the technology provider powering the QuickBooks Desktop integration for your software. We specialize in creating secure, reliable connections between software platforms to ensure smooth and safe data flow.
Any other questions?
If you have further questions, consult other guides in the sidebar, contact your software provider, or email us at support@conductor.is.