Setting Up Desktop Integrations

Desktop-based software can be integrated with Business App using the Broadly Upload Client. This guide outlines the process for setting up these connections, using QuickBooks Desktop as the primary example. The same process applies to:

• Mitchell Manager

• RO Writer

• Napa TRACS

• Napa TRACS Enterprise

• Dentrix

Step 1: Accessing the Integration Page

1. Log into Business App.

2. Navigate to Administration > Connections.

3. Select the Browse tab.

4. Locate the integration you want to connect (e.g., QuickBooks Desktop) and click on it.

Step 2: Review the Integration Details

You will be directed to the Marketing Page for the selected integration.
This page outlines the key features, capabilities, and data exchange supported by the integration.

To begin setup, click Connect.

Step 3: Complete the Pre-Connect Form

You will see a Pre-Connect Form that describes the steps required to establish the connection.

1. Review the information provided.

2. Click Add Connection to continue.

Step 4: Follow Connection Setup Instructions

After completing the form, you will be taken to the Connection Settings Page, which provides setup instructions.

For Desktop Integrations, this includes an Access Key that will be used during the Broadly Upload Client installation process.

Installing the Broadly Upload Client

Step 1: Download the Installer

Download the Broadly Upload Client using the link below:
Download Broadly Upload Client

Step 2: Run the Installer

1. Launch the installer and proceed through the steps.

2. Ignore the “Time Remaining” pop-up that may appear.

Step 3: Enter the Access Key

When prompted, enter the Access Key found on the Connection Settings Page.

Step 4: Select Integration and Filters

1. Select the integration type (e.g., QuickBooks Desktop).

2. Configure filters for sending review requests:

   • By default, all invoices and sales receipts are eligible.

   • To limit requests to only paid invoices, check the box:
     Only upload invoices with $0 balance. 

3. Optional – Filter by Invoice Class:

   • Enter the specific class names (case-sensitive).

   • Only invoices with the specified classes will be uploaded.

Note: Unclassified or unmatched class names will be ignored.

Step 5: Grant QuickBooks Data Access

During installation, QuickBooks may prompt for data access permission.

1. When asked, select:
   Yes, always allow access even when QuickBooks isn’t running.

2. Proceed with installation until the "All Done" confirmation appears.

Step 6: Confirm the Upload

To test:

1. Send an invoice matching the selected filter criteria.

2. The invoice should appear in the platform after the next hourly uploader run.

Troubleshooting

Issue: Initial Upload Hangs

Symptom: The upload process freezes indefinitely.

Cause: The Broadly Upload Client does not have the necessary read permissions in QuickBooks.

Solution:
In QuickBooks:

• Go to Edit > Preferences > Integrated Applications > Company Preferences

• Locate Broadly Upload Client

• Click Preferences and ensure the box is checked for:
  Allow access even when QuickBooks isn’t running.

Issue: Scheduled Task Execution Failed

Symptom: Setup fails with a "Scheduled Task execution failed" message.

Solutions:

1. Ensure QBFC 13.0 is installed. If not, download from:
   Download QBFC 13.0

2. Confirm that QuickBooks Desktop is running in Single User Mode during setup.