ITrack/Pro/Quickbooks Screen

From ISoft Wiki
< ITrack‎ | Pro
Revision as of 13:31, 14 August 2009 by Daytonlowell (talk | contribs)
Jump to navigationJump to search

Quickbooks is an accounting software package that we are able to link with ITrack.

Possible Problems/Solutions

Notice: Before we get started, the support team would like to point out that Quickbooks is dumb.

Problem: Object "220000-1168719388" specified in the request cannot be found.  QuickBooks error message: Invalid argument.  The specified record does not exist in the list. Code: 3120

Solution: In the case of a Invoice or Payment, you probably need to go to customer tab on the Quickbooks screen and double click the customer on the invoice/payment, then select the correct corresponding customer in Quickbooks. Then try to repush the invoice/payment to Quickbooks.

Setting up on a client machine

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:

  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