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.
Step 1: Verify or install the QuickBooks Web Connector
Connecting to QuickBooks Desktop on Rightworks requires the QuickBooks Web Connector to be installed on your Rightworks remote desktop. The Web Connector is a small program that enables secure communication between QuickBooks Desktop and external applications. Let’s first verify that it’s installed on your Rightworks computer.1
Check if the Web Connector is installed
- Connect to your Rightworks remote desktop.
- Click the Windows Start menu.
- Type “Web Connector”.
- Look for “QuickBooks Web Connector” in the search results.
2
Install the Web Connector
If you don’t find the Web Connector in your Start menu, you can install it from the Rightworks Dashboard:
- Log in to your Rightworks Dashboard.
- Select “My Apps” in the left sidebar.
- In the search bar, type “Web Connector”.
- Locate “QuickBooks Web Connector” in the results.
- Click the ”+” button next to it to add it to your account.
- Wait 5-10 minutes for the installation to complete.
- Connect to your Rightworks remote desktop and verify the Web Connector is now installed using the steps above.
Step 2: Configure the Web Connector to start automatically
Now that we’ve confirmed the Web Connector is installed, we must ensure both QuickBooks Desktop and the Web Connector start automatically when you log into Rightworks.1
Contact Rightworks support
You must contact Rightworks support to configure the Web Connector to start automatically. This cannot be done on your own. Visit Rightworks Support to begin.Rightworks support is available Monday - Friday, 8:00 AM - 8:00 PM ET.
2
Start a support chat
On the Rightworks support page, click the yellow “Chat” bubble in the bottom-right corner to start a live chat (there is no email or phone support available for this task).
3
Provide your account information
In the chat window, provide the full name and email address associated with your Rightworks account. This is typically the information for the person at your company who set up or owns your Rightworks account.
4
Request to add the Web Connector to your startup programs
Copy and paste this exact message to the Rightworks support agent:
5
Confirm the changes with the support agent
- Wait for the support agent to confirm that the Web Connector has been added to your startup programs.
- Sign out and sign back into your Rightworks desktop session for the changes to take effect.
Step 3 (optional): Set up the connection in every Rightworks login
If several people at your company sign in to Rightworks and open the same company file, a connection set up in one person’s login syncs only while that person is connected. To sync whenever any of them is connected, set up the same connection (not a new one) in each person’s login; whichever login is connected answers.1
Finish Steps 1 and 2 first
Each login runs its own Web Connector, so Steps 1 and 2 must cover every login that will sync. Then complete your app’s QuickBooks Desktop setup guide in one login, so the connection already syncs there before you add the others.
2
Make sure every other user is signed out
Set up one login at a time, with every other Rightworks user signed out. The connection check at the end of the setup guide passes when any login with this connection answers, so a login that already works could pass it and hide a problem in the new one.
3
Open the company file in the new login
Connect to Rightworks with the login you are adding. Open the same company file in QuickBooks Desktop and sign in to it as the Admin user (needed only during setup).
4
Return to the setup guide
Return to the QuickBooks Desktop setup flow provided by the app that sent you here (if you do not know how to access this, please contact your app’s support team). When it asks “Are you trying to move the connection to a different Rightworks login?”, choose the second option, “No, I am using the same login or another login on our Rightworks account”, and click Next, because you are adding a login, not moving the connection away from the others.
5
Complete the connection setup
Follow the remaining steps in the setup guide. Its final step checks the connection, and because everyone else is signed out, a pass confirms that this login works.
6
Repeat for each login
Repeat these steps for each remaining login, one at a time. Once every login passes the connection check, a sync works whenever any of these people is connected to Rightworks.
When several logins are connected at once, Conductor cannot choose which one
answers a request. They all read the same company file, so this usually does
not matter. It matters only when one login has a problem the others do not,
such as a QuickBooks pop-up
dialog blocking it:
the error you see may then come from another person’s login.

