The QuickBooks Web Connector is used to establish a one way link from ServiceMonster to QuickBooks. The following are the steps to set up the Web Connector to integrate with ServiceMonster.

Prerequisites

• Only one instance of Web Connector can be installed on a computer.
• Must be installed on a computer with QuickBooks Pro 2005 or newer installed.
• If Web Connector isn’t installed, follow these instructions.
  • How do I install Web Connector?

How do I integrate Web Connector with ServiceMonster?

1. Login to QuickBooks as an Admin user.
2. Login to ServiceMonster.
3. Go to Orders > Order Links > QuickBooks Export.
4. In the QuickBooks Export Method Selection choose QuickBooks Web Connector Utility and click Save and Continue.

5. Click the Settings tab and under QuickBooks Options, click Download Web Connector Configuration File.

6. Choose Open when prompted concerning the SMQB Service.qwc file.
7. In the Web Connector’s Authorize New Web Service box, click okay.

• This will grant permission to SerivceMonster to export data to your QuickBooks company file.

8. On the next screen, choose Yes, whenever this QuickBooks company file is open and click Continue.

9. In the Access Confirmation box, click done.

10. The QuickBooks Web Connector utility screen will contain an entry for SMQBWC Web Service.

11. Enter your ServiceMonster user password in the Password field and press enter.
12. When asked if you want to save this password, click Yes.

Once the Web Connector is setup, follow the steps in ServiceMonster at Orders > Order Links > QuickBooks Export to run the process or visit

• How do I transfer my data into QuickBooks.