Set up QuickBooks Desktop Integration

2 min. readlast update: 01.04.2023

Step 1: Select QuickBooks Desktop

When creating your Adaptive account, you'll be prompted to intgrate with your existing accounting books. Selects Intuit QuickBooks for the desktop version and click 'Link your account software' to proceed.


Step 2: Download the Installer and Run

Click the Download option to download the QB Web Connector. Then, go into your computer's Downloads, select the QBWebConnectorInstaller file and right-click to 'Run as Administrator'

When prompted to allow the app to make changes to your device, select 'Yes'


Accept the terms in the Intuit Software license agreement and select 'Next' to move on to the installation progress bar.



Finally, select 'Finish' once InstallShield Wizard is completed.


Step 3: Open QuickBooks and log into your company file

You're almost there! The final step is to open up the QuickBooks application and log into your company .qbwc file. Typically, these files will include a password. If you're not familiar with your company's password, reach out to your accounting team to confirm. 

Once the company file has been accessed, return to the Adaptive site to complete the set up process.

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