Rutter Setup for Quickbooks Desktop

Quickbooks Desktop is synced from PortPro using a software called Rutter. See below for steps on how to set this up for syncing. 

Steps to Connect: 

1. Login into your PortPro account using your admin email

2. Navigate to Settings - My Apps - Finance

   1. From here you will be able to click on the Connect button

3. This will bring up a modal with steps to complete to setup and verify the connection

4. You will need to enter you QB Account ID (account #) OR your company name (your company name must be entered exactly as it appears on your QB account (Note: it is okay that no spaces are allowed, just type the name as is without the spaces)

5. Once that is verified you will need to download the .qwc file as prompted on the steps

   1. If you get an error message saying that your account is already in use, please contact PortPro for reset

6. When the .qwc file has finished downloading please open it and navigate back to the modal

7. You will see an option to “Click here to copy password” → click on this and navigate back to the Web Connector screen (DO NOT CLOSE THIS WINDOW)

8. Paste the password in the password field

9. Check the left hand side checkbox 

   1. You will likely be prompted to “save your password” → click okay here

10. Ensure that the “Every-Min” column is adjusted to 1

11. Click on “Update Selected” at the top of the window

12. At this point the Initial Sync will occur - nothing needed on your side for this

13. PortPro will notify you when the Initial Sync has completed

14. Once Initial Sync has completed → navigate back to the original modal, scroll down, and click on “Verify Connection”

15. You should see a “Connection Verified” screen

16. Once this has been completed, PortPro will finalize the migration and notify you of completion

Please reference this video for a step by step walkthrough of the connection process: 

• Rutter Connection Process Video