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Filopto Help Manual

 

To create the connection link to your QuickBooks Online account you must complete the Intuit connector registration process which will generate a Company ID and a secure Access Token. The Access Token will be automatically renewed by Intuit as long as you regularly connect.  If you do not connect to Intuit servers on a regular basis the token will expire and you will be required to re-register with Intuit.   To start the registration process select the Connect to Intuit QuickBooks button (1).

 

 

IMPORTANT:

 

Intuit manages the security/encryption token provided to you during the registration process.  The token is uniquely serialized/linked with the PC/device with which you make the first connection to Intuit.  In other words, if you intend to connect form several different PCs/devices, Intuit will require you to register each device and a new token will be provided for each specific device.   If you have multi-accounts with Intuit, you will be required to select which account to use with the connection link you are creating.  Only one token can be used at a time. Using the connection from multiple devices may require you to re-register every time.  This is a security feature enforced by Intuit.

 

 

 

QBOnlineConnect1

 

The registration process opens a web browser and connects you to the Intuit Connection Request registration web site.  The registration is managed by Intuit and the registration process may be changed by them from time to time.  Following are examples of the Intuit registration process at the time of the writing of this help file.  You will be asked to enter your credentials to connect to your account.  Depending on your account you may be presented with connection options from which you will need to select the correct account to use for this connection.

 

 

QBOnlineRedistration1

 

Once your credentials are verified and you authorize a connection, a token will be generated and transferred to Filopto for the specific PC you are using. (the token will not work from any other device)  Only one token can be used at anytime, this is a security feature enforced by Intuit.

 

QBOnlineRedistration2

QBOnlineRedistration3