On-premise connector setup

Understand setup options for our QuickBooks Desktop and Sage 50 (UK & Ireland) on-premise connectors.

You can choose whether the Sage 50 (UK & Ireland) and QuickBooks Desktop on-premise connectors run once only, or remain installed on your customers' machines.

Two options for connector setup are available.

• Install on the customer's machine (default): After the connector is installed, the customer's data is periodically updated in the Codat portal. The connector remains installed on the user's computer.
• Do not install / one-time syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule.: After data is uploaded from the customer's accounting software, the connector removes itself from the user's computer. A one-time syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. is performed when the user runs the connector.

If you opt to install the connector, you'll be able to refresh your customers' data in future, with no action required by them.

On-premise connector configuration is set in the Codat Portal at the integration level. You can override the settings for individual companies if needed.

Configure connector setup options at the integration level

1. Open the Codat Portal and log in.

2. In the navigation bar, select Settings > Integrations > Accounting.

3. Find either the QuickBooks Desktop or Sage 50 (UK & Ireland) integrations and then select Set up.

4. Choose one of the following options:

   • Do not install / one-time syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule.
   • Install on the customer's machine

5. Click Save.