Sign in

QuickBooks For Windows - Server Farm Sync Setup (Hosted Provider Instructions)

OVERVIEW

The Bill.com Sync application enables QuickBooks users who also manage their payables and receivables with Bill.com to synchronize account data, eliminating any confusion that could arise from double or conflicting entries.  The Sync feature functions differently for users whose instances of QuickBooks are hosted and requires a special configuration.

HOSTED CONFIGURATION

Hosted instances require a special configuration because:

  • The Bill.com Sync persists some information for the sync with QuickBooks.  
  • The Bill.com Sync logs events for each sync session.  Storing this information in a central user folder, accessible by all servers in a shared server farm, optimizes performance and security, and greatly simplifies troubleshooting.
  • In a shared server farm, hosted providers may have policies that do not allow any QuickBooks menu-driven applications.

Note:  If you host QuickBooks for Windows on a single, dedicated server, (e.g. a Citrix Server or Microsoft Terminal Server) then please instead go directly to Hosted Provider - Dedicated Server

SHARED SERVER FARM CONFIG

If you host QuickBooks for Windows on a shared server farm, you must first configure your servers so that Bill.com Sync can read and write to a user folder on the network, as described below.  You can configure the Bill.com Sync application to read/write to a specific user folder in either of two ways:

  1. Via a registry key (under either HKEY_CURRENT_USER or HKEY_LOCAL_MACHINE) on each server in the server farm
  2. Via folder redirection applied on the Windows user application folder

To configure the Bill.com Sync application by setting the registry key:

  • Create either of the below registry keys in each server in the shared server farm:
    • HKEY_CURRENT_USER\Software\Bill.com\QBPlugin\UserFolder
    • HKEY_LOCAL_MACHINE\Software\Bill.com\QBPlugin\UserFolder  
  • Next, set the value to the registry key created above to the <user folder>  
  • This enables the plugin to create the following path beneath the Windows UserFolder directory:
    • Bill.com\QBPlugin1.0\<Windows username>
    • This is the folder which the plugin will read and write to during each QuickBooks Sync session.
    • You can speed up creation of these registry keys via the Group Policy in Active Directory. Contact your IT Administrator to see if this is possible in your environment.

If you do not set the above registry keys, the Bill.com Sync will read and write from the appdata environment variable.  For example, for Window 2003 Server, the Bill.com Sync points by default to C:\Documents and Settings\<Windows username>\Application Data.  Applying folder redirection in Active Directory forces the server to redirect to a central folder instead of to the local directory.

INSTALL SYNC PLUGIN

To install the Bill.com sync plugin:

  • Download the Bill.com Sync program (~722 KB)
               https://app.bill.com/QBSyncPlugin
  • When you arrive on this page, click Download.
  • Once you've downloaded the Bill.com sync, follow the prompts to install it:
    • Set the installation mode by clicking No.
    • Click Install.  A dialog box will then display with a final brief set of instructions.
    • Click Finish.
    • Install the installer on each server in your server farm.
    • Copy the shortcut to the program for each user who you want to have access to the Bill.com Sync application.
Have more questions? Submit a request
Powered by Zendesk