ITrack/Pro/Quickbooks Screen

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Revision as of 17:03, 10 July 2009 by Codeman (talk | contribs)
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Quickbooks is an accounting software package that we are able to link with ITrack.

We can not link Quickbooks and ITrack Pro until the customer has Quickbooks all set up (because we don't know - and shouldn't know - the inner workings of the customer's accounting methods). Once Quickbooks is set up according to their accounting methods just follow these steps:

Setting up on a client machine

  1. Install the latest version of the Quickbooks SDK (currently 8.0)
  2. Put Quickbooks into multi-user mode (File->Switch to Multi-User mode)
  3. Make sure the ITrack Quickbooks Toolkit is pointed at the same company file as the one open in Quickbooks
  4. Initiate communication with Quickbooks from the ITrack Quickbooks Toolkit
  5. Go back to Quickbooks, set it up to always be able to communicate, even when Quickbooks is not turned on