QuickBooks Desktop FAQ for end-users

This FAQ is designed to answer any questions you may have about your QuickBooks Desktop connection and Conductor, the technology provider that powers it.

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Who is Conductor?

Conductor is a technology provider that powers the QuickBooks Desktop integration for the software you’re using. We specialize in creating secure, reliable connections between different software platforms, ensuring your data flows smoothly and safely from QuickBooks Desktop to your business application.

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Customer support — let us set up the integration for you!

Conductor works hand-in-hand with your software provider to ensure your QuickBooks Desktop integration is set up correctly. If you need assistance, please contact your software provider or email our support team. We are happy to hop on a call with you to get you up and running.

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Does Conductor store my QuickBooks Desktop data?

No, Conductor does not store any of your data. Our role is to act as a secure conduit, facilitating the transfer of information between your QuickBooks Desktop and the software you are using, without retaining any of that information on our systems.

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How does Conductor connect with QuickBooks Desktop?

Conductor’s QuickBooks Desktop integration uses the QuickBooks Web Connector, an inbuilt feature of QuickBooks Desktop designed for secure data synchronization. This method is officially recommended by QuickBooks and involves robust user authentication and SSL (Secure Socket Layer) encryption. This ensures that your data is encrypted during transmission, protecting it from unauthorized access.

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What is the QuickBooks Desktop Web Connector?

The QuickBooks Web Connector is a program that comes pre-installed with QuickBooks Desktop that Conductor uses to securely sync your data. This program always runs invisibly in the background on your computer and starts automatically whenever you start your computer. If it does not start automatically, Conductor cannot reliably sync your data. The only time you should ever see the Web Connector is when you first set up your QuickBooks Desktop connection with Conductor; other than that, it should be invisible.

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What security measures does Conductor implement to secure data?

Conductor adheres to the industry’s top security practices, including:

• SSL Encryption: For secure data transmission.
• Encrypted API Keys: Unique keys that ensure only authorized software can access your data.
• Zero Data Storage Policy: We don’t store your QuickBooks data, maintaining your privacy.
• Continuous Monitoring: Our systems are monitored continuously for any unusual activity to prevent unauthorized access.

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Which data from QuickBooks Desktop can Conductor access?

Conductor can read and write most data types in your QuickBooks Desktop, except for sensitive personal information like Social Security Numbers and customer credit card details. This broad access is necessary because the QuickBooks Web Connector does not support limited permissions for selective data access.

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Does my computer need to be on sync my QuickBooks Desktop data?

Yes, your computer must be on for Conductor to sync your QuickBooks Desktop data.

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Does QuickBooks Desktop need to be open to sync my data?

No, Conductor can sync your QuickBooks Desktop data even if QuickBooks Desktop is not open. However, if QuickBooks Desktop is open to a different company file, Conductor will return an error.

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How often does Conductor access my QuickBooks data?

The frequency of data access is determined by the software you are using, not Conductor. Typically, data syncs occur when you initiate them (e.g., clicking a “sync” button in your software). For specifics, please contact your software provider.

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How can I disable the QuickBooks Desktop integration?

You can disconnect the QuickBooks Desktop integration at any time:

1. Open QuickBooks, go to “File” → “App Management” → “Update Web Services.”
2. Locate the entry with the name of the product you want to disconnect (i.e., the product or service that sent you this guide).
3. Uncheck the box in the column labeled Auto-Run” for that application. This will stop automatic data syncing.

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Any other questions?

If you have any other questions, please email us at support@conductor.is.