On-premise connector setup

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

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

Two options for connector setup are available.

  • Do not install / one-time sync: After data is uploaded from the customer's accounting platform, the connector removes itself from the user's computer. A one-time sync is performed when the user runs the connector.
  • Install on the customer's machine: 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.

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 Integrations > Accounting.

  3. Scroll down to the platform you're interested in and select Manage.

  4. Choose one of the following options:

    • Do not install / one-time sync
    • Install on the customer's machine
  5. Click Save.