New to the QuickBooks & Garde integration? Start with the Quick Primer on the QuickBooks & Garde Integration.
Before You Start
Answer these questions before beginning setup:- Do you have Admin credentials for your QuickBooks Desktop Company File? You’ll need Admin access to set up the connection and create a dedicated Garde user.
- Where is your Company File stored? You’ll need to know the file path.
- Do you have access to other apps in your environment? Some hosting environments only give you access to QuickBooks and won’t let you manage Desktop apps like QuickBooks Web Connector.
- Do you access multiple company files or just one?
How It Works
Garde connects to QuickBooks Desktop through QuickBooks Web Connector — a standalone program that typically installs automatically with QuickBooks Desktop. Each time you update the Web Connector, Garde:- Reads your chart of accounts and vendor list from QuickBooks
- Pushes transactions (invoices, sales entries, inventory entries) from Garde to QuickBooks
Step 1: Download the QWC File from Garde
- Log in to Garde and navigate to Settings > Connected Data.
- Find Intuit QuickBooks Desktop/Enterprise and click Manage.
- Click Connect for the location you want to set up.
- You’ll be prompted to record your password — copy it and save it somewhere safe. You’ll need it later.
- Click Download QuickBooks Web Connector file to download the
.qwcfile.
Tip: Move the downloaded QWC file to the same folder as your QuickBooks Company File. This helps avoid file path issues.
Step 2: Find Your Company File Location
- Open QuickBooks Desktop and log in to your company file.
- Press F2 (or Ctrl+1) to open the Product Information window.
- Look for the File Information section — it shows the file directory (Location) of your Company File.
Best practice: Don’t store your company file in Dropbox or OneDrive sync folders — this can corrupt the file. A shared network folder is fine. If you need cloud access, consider QBox instead.
Troubleshooting F2/Ctrl+1
- Make sure QuickBooks is your active window
- Close all QuickBooks popup windows (press Esc repeatedly)
- If you’re in a hosted environment, check with your provider for how to send function keys
Step 3: Open QuickBooks Web Connector
Method 1 (recommended): In QuickBooks, go to File > App Management > Update Web Services. Method 2: Search for “Web Connector” in your computer’s Start menu or search bar.Step 4: Add Garde to Web Connector
At this point you should have:- QuickBooks Web Connector open
- The
.qwcfile downloaded (ideally in the same folder as your company file) - Admin credentials for your QuickBooks Company File
- The Web Connector password from Garde
- In Web Connector, click Add an Application (bottom right).
- Navigate to your downloaded
.qwcfile, select it, and click Open. - In the “Authorize New Web Service” window, click OK.
- QuickBooks will show an Application Certificate window. Select “Yes, always: allow access even if QuickBooks is not running” for the best experience.
- If prompted, select the Garde user you created in QuickBooks.
- Click Continue, then Done.
Step 5: Enter the Password and Sync
- In Web Connector, paste the password from Garde into the password field. If you lost it, go to Settings > Connected Data > Manage in Garde and click Copy Password.
- Click outside the password field to save it (Web Connector doesn’t save automatically when you type).
- Check the box next to Garde in the first column, then click Update Selected to perform the first sync.
Step 6: Configure Integration Settings
After your first sync, return to Garde to configure your settings:- Sync mode — Choose All Available, Only Selected, or Pause Temporarily for each transaction type
- Classes — Assign QuickBooks Classes per transaction type (available after first sync)
- Company File Path — Add your QB Company File path for reliable syncing
What’s Next?
- Reconnecting to QuickBooks Desktop (if you need to reconnect later)
- How to Export Your COA from QuickBooks Desktop
- QuickBooks Desktop Integration FAQs
- Overview: Exporting to Your Accounting System
Need help? Contact contact@garde.app or schedule a consultation with our professional services team.