QuickBooks

 

1. Getting Started HERE

2. Install Web Connector HERE

3.Connect Apps HERE

4. Sync Method Items HERE  or Sync Method References HERE (Can choose account for QB on the fly, recommended)

5.QBD Client Export HERE  or QBO Client Export HERE

QuickBooks Not Syncing

• Make sure your account in QB is connected to ThermoGRID… go to admin company settings and read instructions.
• Make sure your chart of accounts in QBs is the exact same in ThermoGRID “company settings” and service catalog “department”
• Make sure you completed the order in job costing.
• If QB online check: http://Status.developer.intuit.com/
• Check Error Log: Click "Administration", "Company Settings" and go to your version of QuickBooks and click "View Log"
• If you have errors click here for error codes to resolve.

1. QuickBooks Desktop – Getting Started

 

This document covers how to setup the Sync process between ThermoGRID and QuickBooks Desktop. You will be following other documents depending on the sync method you choose and how you want to configure it.

Supported versions for the Sync from ThermoGRID to QuickBooks Desktop are:

• QuickBooks Enterprise Solutions
• QuickBooks Premier (2002 or later)
• QuickBooks Pro (2002 or later)
• QuickBooks Simple Start (2006 or later)
• QuickBooks Point of Sale (v.4.0 or later)

Any questions regarding this process should be sent to [email protected].

Steps:

1. by installing the Intuit QuickBooks Desktop Web Connector. Follow the “Install Intuit Web Connector” link to download the file (tg_qbd_install_webconnector.docx).

2. connect your ThermoGRID company account to QuickBooks Desktop. Follow the “Link ThermOGRID to QuickBooks Desktop” link to download the fie (tg_qbd_link_apps.docx).

3. on which sync method you choose, your next document will be different. These documents will go over setting up the sync method and explain how to get data to sync.

Chart of Accounts – Items

Chart of Accounts – References

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Orders are synced using Service Catalog Items from ThermoGRID that are added to the Products and Services area in QuickBooks and link to specific Accounts from the Chart of Accounts. Use this method if you would like to keep track of individual items, do reporting on them, etc. If you would to use this method, follow the “Sync Method – Chart of Accounts – Items” link to download the file (tg_qbd_sync_method_coa_items.docx).

• Orders are synced using direct references in the Products and Services area in QuickBooks that match specific Accounts/Sub-Accounts from the Chart of Accounts. Use this method if you would rather limit the entries to the Products and Services area and don’t need to keep track of or report on individual items. If you would to use this method, follow the “Sync Method – Chart of Accounts – References” link to download the file (tg_qbd_sync_method_coa_references.docx).

4. you would like to use the optional Class Tracking features of QuickBooks Desktop, follow the “Class Tracking” link to download the file (tg_qbd_class_tracking.docx).

2. QuickBooks Desktop – Install Web Connector

 

This document covers the download and installation of the QuickBooks Web Connector. You will go to the Intuit website, download and extract the compressed file, and then run the installation wizard. Configuration with ThermoGRID is done in a later document. Make sure you are referencing the Getting Started guide to know what documents you need to follow.

Any questions regarding this process should be sent to [email protected].

Steps:

• 1. If you currently have QuickBooks open and/or running, close it now.
  2. Go to the Intuit site by following this link:

https://developer.intuit.com/docs/0200_quickbooks_desktop/0100_essentials/quickbooks_web_connector

 

3. Click on the “Download, unzip and install the QuickBooks Web Connector” link.

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4. Download the zip file to an easily accessible location like your desktop.

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5. Open the zip file and double click on QBWebConnectorInstaller.exe.

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6. If you get a pop up asking if you would like to extract files, click the “Extract all” button.

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7. Extract the files in an easily accessible location like your desktop.

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8. Open the folder you just extracted. Then right click on the QBWebConnectorInstaller.exe and choose the “Run as administrator” option. If you get a pop up that asks if you want to allow the app to make changes on your computer, click “Yes”.

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9. Click “Next” on the first part of the install wizard.

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10. Select “I accept the terms in the license agreement” and click “Next”.

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11. Click the final “Install” button to begin the installation.

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12. Wait for the install to complete. You can follow the progress bar to monitor the progress.

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13. Click “Finish” to close the installation wizard.

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14. You are now finished with the installation of the Web Connector.

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