This guide walks you through connecting ClickClaims to QuickBooks using the Web Connector and syncing data between both systems. 

TABLE OF CONTENTS

• Requirements: QuickBooks Web Connector
  • Check if Web Connector is Already Installed
  • Set Up the ClickClaims QuickBooks Bridge
    • Steps to Link the .QWC File
• Configure and Run the Sync Process
  • Enable Auto-Sync (Optional)
    • Post-Sync Checklist
    • Important Sync Limitations

Requirements: QuickBooks Web Connector

To establish and sync data between ClickClaims and QuickBooks, the QuickBooks Web Connector is required.

Check if Web Connector is Already Installed

Most newer versions of QuickBooks include the Web Connector automatically. To check:

1. Open QuickBooks.

2. From the top menu, select File.

3. Look for Update Web Services in the dropdown menu.

• If Update Web Services is listed, the Web Connector is already installed.

• If not, you must download and install it manually from Intuit:
  Download QuickBooks Web Connector

Set Up the ClickClaims QuickBooks Bridge

During the setup process, E-Claim will send you a .QWC file via email. This file contains:

• Your QBB server address

• Your unique username

Steps to Link the .QWC File

1. Save the .QWC file to the computer running QuickBooks.

2. Open QuickBooks.

3. Go to File > Update Web Services to open the Web Connector.

4. Click Add an Application.

5. Locate and select the saved .QWC file, then click Open.

6. In the Authorize New Web Service dialog, click OK.

7. On the Application Certificate screen:

   • Choose "Yes, always; allow access even if QuickBooks is not running"

   • Click Continue…

8. Click Done on the Access Confirmation screen. The application is now linked.

Configure and Run the Sync Process

1. In the Web Connector window, locate the E-Claim application row.

2. Enter the password provided by E-Claim in the Password column.

3. After entering the password, click Yes on the confirmation popup.

4. Check the box next to the E-Claim application.

5. Click Update Selected to start the sync.

⚠️ Important: Before your first sync, confirm with E-Claim the format your company uses for vendor names (e.g., “Lastname, Firstname” vs. “Firstname Lastname”). Failure to do so may cause failed or duplicate records.

6. Once the Application Progress and Total Progress bars reach 100%, the sync is complete.

Enable Auto-Sync (Optional)

⚠️ Important: Do not enable auto-run until E-Claim confirms successful communication between systems.

Once confirmed:

1. In the Web Connector, check the Auto-Run box for the E-Claim row.

2. Set the desired sync frequency (e.g., every 15 minutes).

Post-Sync Checklist

After your first sync, verify that the following data is syncing properly between ClickClaims and QuickBooks:

• Clients (Record must be created in both ClickClaims and QuickBooks.)

• Users (Users of type "adjuster" can be created in ClickClaims and synced to QuickBooks as a new vendor, depending on your company's configuration.)

• Items (aka Products and Services Item in ClickClaims.  PSIs can be created in ClickClaims and synced to QuickBooks as a new Item, depending on your company's configuration.)

• Line Items (Must be associated with an existing, eligible QuickBooks Account.  Each eligible Account appears in the QuickBooks Account field of the Line Item.)

• Invoices (Syncs from ClickClaims to QuickBooks.)

• Invoice Payments (Syncs from ClickClaims to QuickBooks.)

• Vendor Bills (Syncs from ClickClaims to QuickBooks.)

• Vendor Bill Payments (Syncs from ClickClaims to QuickBooks.)

Important Sync Limitations

• Deletions are not synced: If you delete a record in QuickBooks, it will not be removed from ClickClaims. The record becomes "orphaned" in ClickClaims.

• Recommendation: Manage all records in ClickClaims whenever possible to ensure data consistency and integrity across systems.