QuickBooks Setup

Prerequisites

• QuickBooks Desktop must be installed and running
• You must have Admin access to the QuickBooks company file
• The QuickBooks company file must be open

Authorize Syntra ODBC

When Syntra ODBC connects to QuickBooks for the first time, QuickBooks will display an authorization dialog:

1. Launch Syntra ODBC
2. QuickBooks will prompt: “An application is requesting access to your company file”
3. Select “Yes, always allow access even if QuickBooks is not running”
4. Click Continue

Note

You must be logged into QuickBooks as an Admin user to authorize the connection.

Configuration

Syntra ODBC stores its configuration in config.toml located in the installation directory. Key settings:

[quickbooks]
app_name = "Syntra ODBC"

[server]
host = "127.0.0.1"
port = 5433
max_connections = 20

[auth]
username = "qbconnect"
password = "your-secure-password"

[cache]
enabled = true
default_max_staleness = 600

See Configuration for the full reference.