Establishing your QuickBooks Desktop Connection
We respect the security requirements of all our customers, including customers that have their QuickBooks Desktop applications installed in their secure or hosted environment.
The security of our customer’s data is our first priority. InterWeave is hosted in a PCI compliant (level 2) environment and our architecture guarantees the full isolation of every customers data in our community servers. You also have an option of dedicated servers if you require it. There are two elements of the connectivity from our cloud-based servers to your QuickBooks Server.
(1) Runtime connectivity.
We use the QODBC driver (part of QuickBooks Enterprise package) to connect to your QuickBooks. We need one port (recommended default port is 4500, but you can use any other port of your preference) opened for inbound and outbound secure (encrypted) communication from one or two servers from our environment. IP addresses of these servers must be whitelisted in your firewall and a port forwarding rule to your local server must be created.
(2) Installation and managing your connection.
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- You can install and connect to your QuickBooks company file(s) by yourself using the documentation from https://qodbc.com/supportfaq/ . You need to create the DSN in your server and let us know the name you use. A very important note – please turn the Optimizer option off for the DSN used for the InterWeave.
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- For remote connectivity, you need to use the QRemote server component of the QODBC driver – see documentation in https://qodbc.com/using-quickbooks-remotely/ . If you need assistance – we can provide a zoom session during which you’ll be setting up the connectivity. You will also be managing QuickBooks connectivity in the future using the documentation of the QODBC driver and InterWeave. To access the InterWeave Knowledgebase, go to https://help.interweave.biz/all-articles/ . For more in-depth documentation, an InterWeave Support Agent can assist you with password creation for access.
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- We can also provide assistance for installing the QODBC based connectivity. For this, we need to be provided with the direct RDP access to your QuickBooks server from the two or three IP addresses in InterWeave. These addresses must be whitelisted in your firewall and port forwarding rules created. Alternatively, we can use LogMeIn client to access a QB server (LogMeIn invitation must be provided). That access can be removed after the installation process is finished.
Note: VERY IMPORTANT! We do not support any VPN based connectivity or MFA mechanisms that require installing components in our production environment. This is the violation of our security policies and cannot be used.
We can also fully manage your QODBC connectivity issues. In this case, the access is documented in Section 2, 3rd bullet.
As an alternative option, if you are interested, we can help you to move your QuickBooks Desktop to our hosting partners where you’ll be in the fully secure environment. The integration is setup by the partner and the connection is monitored by InterWeave.