{% extends "base.html" %} {% block title %}Connection - QBO Excel Sync{% endblock %} {% block content %}

Connection Type

API Credentials

This must match exactly in your Intuit Developer app settings.

QuickBooks Online Status

{% if is_connected and connection_type != 'qbd' %} {% else %} {% endif %}

{% if is_connected and connection_type != 'qbd' %}Connected{% else %}Not Connected{% endif %}

{% if is_connected and company_name and connection_type != 'qbd' %}

{{ company_name }}

{% endif %}
{% if is_connected and connection_type != 'qbd' %} {% else %} {% endif %}

QuickBooks Desktop Connection

{% if not qbd_available %}
QuickBooks Desktop not available

QuickBooks Desktop integration requires:

  • Windows operating system
  • QuickBooks Desktop installed and running
  • pywin32 Python package (pip install pywin32)
{% else %}
Status: {% if qbd_running %} QuickBooks is running {% else %} QuickBooks not detected {% endif %}
{% if is_connected and connection_type == 'qbd' %} {% else %} {% endif %}

{% if is_connected and connection_type == 'qbd' %}Connected{% else %}Not Connected{% endif %}

{% if is_connected and company_name and connection_type == 'qbd' %}

{{ company_name }}

{% else %}

{% endif %}

How to connect:

  1. Open QuickBooks Desktop on this computer (run as Administrator if needed)
  2. Open a company file - a company must be open, not just QuickBooks
  3. IMPORTANT: Check Integrated Applications setting
    • Go to Edit → Preferences → Integrated Applications
    • Click Company Preferences tab
    • Make sure "Don't allow any applications..." is UNCHECKED
  4. Click "Connect to QuickBooks Desktop" below
  5. When QuickBooks shows an authorization dialog, click "Yes, always allow access"
Troubleshooting:
  • Connection hangs? Check Edit → Preferences → Integrated Applications → Company Preferences → make sure "Don't allow any applications to access this company file" is UNCHECKED
  • Try switching to Single-user mode (File → Switch to Single-user Mode)
  • Check for hidden QuickBooks dialogs (Alt+Tab or check taskbar)
  • Run QuickBooks as Administrator
  • Make sure you're logged into a company file (not the "No Company Open" screen)
{% if is_connected and connection_type == 'qbd' %} {% else %} {% endif %}
{% endif %}
{% endblock %} {% block extra_js %} {% endblock %}