QuickBooks Desktop Setup

To sync your invoices from QuickBooks Desktop to your BlueVine Dashboard for one-click funding, you will need to download and install the BlueVine Sync Manager. If you need this software, you will receive a message in your BlueVine Dashboard.

Installing BlueVine QuickBooks Sync Manager takes less than 5 minutes.

Get started: Initiate your QuickBooks Desktop link

If you didn't add a QuickBooks Desktop connection when you first registered, you can connect your QuickBooks at any time. In your BlueVine Dashboard, go to the External Accounts screen and select the Other Accounts tab at the top. Add a connection to QuickBooks Desktop.

Step 1: Install and run the BlueVine Sync Manager

• Download the Sync Manager. You will find the link in a pop-up message in your BlueVine Dashboard.

• Once you have downloaded the installer, run it to get the following page. Click Next and follow the installation wizard instructions until it is completed. 

• After installing, check Launch BlueVine Sync Manager and click Finish.

Step 2: Connect your BlueVine Dashboard by adding a token

• Go to your BlueVine Dashboard. Copy the token from the pop-up message and paste it into the Sync Manager under Agent Token:

• Press the Save button in the Sync Manager. In a few seconds, you should see the red “X” on the BlueVine tab turn into a green checkmark. This indicates the connection was successful.

Step 3: Connect your QuickBooks Desktop

• Open QuickBooks Desktop. If you have multiple company files in QuickBooks, be sure that QuickBooks is open to the company file you want to sync with BlueVine.

• Go back to the Sync Manager.

  • Select the ACCOUNTING tab.

  • Click the CONNECT button in the Sync Manager.

• Go back to QuickBooks Desktop.

  • An "Application Certificate" dialog will pop up from QuickBooks Desktop Application.

  • Select "Yes, always; allow access even if QuickBooks is not running" and click on "Continue ..." This will allow the agent to get the invoices and customer information from QuickBooks Desktop and sync it to your BlueVine Dashboard.

• In some cases, an additional confirmation dialog will be shown by the QuickBooks Desktop application. If you see this additional confirmation message, please click on "Done" to complete the process.

• Go back to the Sync Manager.

  • After a few seconds, you should also see a green checkmark replace the red “X” on the Accounting tab.

  • When the green check appears, confirm that the name of your company and the data file on the Accounting tab are correct.

Step 4: Begin the sync

• When both the BlueVine and Accounting tabs show green checkmarks, then go to the Accounting tab and click on “Run Sync” to start the initial synchronization process. The first time this is done it may take up to several hours.

• Once the synchronization process is completed you can see under the BlueVine tab of the agent that the Status is "Connected”, and below that, it will say "SYNC COMPLETE"