This guide is provided by Conductor, the service that powers the QuickBooks Desktop integration for many business tools, including the one that sent you here.

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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How does the integration connect with QuickBooks Desktop?

The integration uses the QuickBooks Web Connector, an built-in 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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Do you store any of my QuickBooks Desktop data?

No, we do not store any of your QuickBooks Desktop data. The integration acts 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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What is the QuickBooks Desktop Web Connector?

The QuickBooks Web Connector is a program that comes preinstalled with QuickBooks Desktop that the integration 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, the integration 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 the integration; other than that, it should be invisible.

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What security measures does the integration implement to secure data?

Our QuickBooks Desktop integration 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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Does the integration impact the speed or performance of QuickBooks Desktop?

No, the integration does not slow down QuickBooks Desktop. Here’s why:

  • The integration is powered by QuickBooks Desktop’s built-in Web Connector. When the Web Connector is running in the background, it operates independently of QuickBooks Desktop, much like any other Windows program. In this idle state, it simply waits for new requests without interacting with QuickBooks Desktop.
  • Even when processing a request, QuickBooks Desktop’s performance would only be impacted if more than 5,000 records were being retrieved at once, however, we prevent this by limiting requests to 500 records at a time.
  • The Web Connector is lightweight and only checks for new requests every 10 seconds, making it unlikely to slow down the Windows system as a whole.
  • We have never observed or received reports of the integration affecting system performance.

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Which data from QuickBooks Desktop can the integration access?

The integration can read and write most data types in your QuickBooks Desktop, excluding 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 powered on to sync my QuickBooks Desktop data?

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

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

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

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Does my computer need to sign in as the Admin user to sync my data?

No, signing in as the Admin user is only required for the initial setup process. After the setup is complete, you can switch back to your regular QuickBooks Desktop user.

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Is it a problem if the Web Connector says “Update postponed by application”?

No, there is no problem at all if you see this message. It means that things are working correctly. This message indicates that the Web Connector has checked for updates, but no sync is necessary at the moment.

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How often does the integration access my QuickBooks data?

The frequency of data access is determined by the software you are using. 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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Does the integration support Rightworks (formerly called Right Networks)?

Yes, the integration fully supports QuickBooks Desktop when hosted on Rightworks. For setup instructions, please see our Connecting to Rightworks guide.

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How can I disable the QuickBooks Desktop connection?

Please follow this guide to disable the QuickBooks Desktop connection.

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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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Any other questions?

If you have any other questions, please check the other guides in the sidebar on the left, contact your software provider, or email us at support@conductor.is.

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