QuickBooks Desktop Integration (Rightworks)

QuickBooks Desktop Integration with Reach Reporting via Rightworks

Important Note for Rightworks Users

If your QuickBooks Desktop files are hosted on Rightworks, please be aware that Rightworks does not allow users to upload the Reach Reporting Desktop Connector directly to the server themselves. You will need to contact Rightworks support to request that they install the Desktop Connector on your hosted environment before you can begin the integration and sync process.

Additionally, Rightworks offers three different hosting packages to support various customer needs. Reach Reporting requires either an Application Cloud package or the more customizable Cloud Premier solution to function properly. Please review the differences between these packages to ensure you have the appropriate hosting plan:

Note: New versions of the Reach Reporting Desktop Connector are released periodically and update automatically in most environments. However, if you are using Rightworks, you will need to contact their support to manually update the connector when new versions become available.

Getting Started with the Integration

To connect a QuickBooks Desktop company hosted on Rightworks for the first time or when you need to re-sync that company, you will need to open the Desktop Connector on the remote desktop where your QuickBooks Desktop file is located.

For a NEW COMPANY, select "Add Company" and then choose QuickBooks Desktop.

Step 1: Download/Open the Desktop Connector on the Remote Desktop

After Rightworks has installed the Desktop Connector on your hosted environment, you can access it from your remote desktop.

Step 2: Run the Setup and Launch the Desktop Connector

Step 3: Enter Your Reach Reporting Email and Password

Once logged in, you can sync existing companies, adjust settings for syncing, or add a new file.

Make sure when you are first syncing that you must be logged in as the ADMIN to the QuickBooks Desktop file.

Connector Settings

SETTINGS:

When syncing, the time it takes will increase when you sync classes, vendors, and customers.

Make sure to sync Inactive Accounts if you are using financial reports that include a date range that may include accounts that have been made inactive within your QuickBooks Desktop file.

Note: "Start connector on startup" refers to when you restart your computer.

Adding a Company File

When you "Add File," you must have the file location on your computer or server and have that company file open. It must be the only company file open. You must also have admin user privileges to sync.

Intuit will prompt you to authorize the connection to Reach Reporting. We recommend selecting "Yes, always..."

Once authorized, the Desktop Connector will begin syncing automatically. Make sure you navigate back to the "Workspace Home" area using the menu when you sync a new company. Refresh your browser, and the company should appear within the group you chose to add the file to.

After syncing is complete, make sure you refresh your web browser to ensure all the data is updated in the software.

Important Syncing Notes

When you sync multiple desktop files, QuickBooks Desktop must be closed.

If you are syncing a single company, QuickBooks Desktop can be open as long as it is in single-user mode.

Reach will pull in the past 3 full years of data from QuickBooks Desktop. These are restrictions that Intuit has in place that Reach follows to be allowed as a 3rd party integration. Reach only pulls data and does not push or update data within QuickBooks.

Remote Sync

Remote Sync is built to let you sync even when you're away from the desktop computer or server. It works by connecting through the reachreporting.com site, so you can sync from anywhere in the world connected to the internet. A couple of important requirements to keep things running smoothly:

The computer and the Desktop Connector must be turned on and signed in
All QuickBooks Desktop files must be closed

There is a pop-up reminding you that if you log off of the desktop connector, remote sync will not be able to work.

With remote sync, you can control the settings and sync the specific company that you are on. For example, if you open "Company A," then choose sync and get to this page shown below. When you select "Sync Now," it will try and sync only "Company A." You can open up other desktop companies and follow this same path to remote sync each of them.

Once done, you will need to refresh your browser to ensure the changes have been updated.

Disconnecting from QuickBooks Desktop

To disconnect, you can use the “Delete company” button when dropping down the company name in the workspace, or you can manage Integrated Applications for QuickBooks Desktop. This is done by going to "Edit," then "Preferences," then "Integrated Applications" to see which applications are connected/allowed while having the QuickBooks Desktop file open.

You do not need to be logged in to the remote desktop to sync, but the Reach Reporting Desktop Connector needs to be open on the remote desktop.

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