User Level: Admin
Est. time of Setup: 10 Mins
Previous Step: Checklist Next Step: Upload Invoices
Link QuickBooks Desktop
After receiving your login information, you will need to login to dashboard.plateiq.com
On the top right, click the down arrow to access Settings.
Once in Settings, click Companies on the left. You will see your locations listed.
Click Download QuickBooks Sync File next to the location you wish to link.
Download the sync file (.qwc file).
Please Note: You will need a sync file for every user AND every computer using the Ottimate sync and QuickBooks Desktop.
Log in to QuickBooks:
- Make sure QuickBooks Desktop is running with the same Company File you're attempting to sync with Ottimate (this company file should be the only one open in QuickBooks if you have a secondary file open, the installation won't work).
- Make sure you are logged in as an ADMINISTRATOR for the QuickBooks account.
Find the recently downloaded *.qwc file within your Downloads folder, and double-click on it.
Confirm your Ottimate restaurant name in the Name field, and click OK.
Select the option: Yes, always; allow access even if QuickBooks is not running.
A prompt will ask you to verify the selection. Click Yes.
You will need to select a user from the dropdown.
Click Continue. A pop up will give show a final summary. Click Done.
The QuickBooks connector will automatically open. Type your Ottimate account password in the Password field and hit the Enter key
Click Yes to save the password.
To finalize the sync, Click on the checkmark on the far left next to OttimateSync.
Click Update Selected. Your sync will then run and finish.
