RangerMSP Wiki - PSA software for MSPs and IT services providers - User contributions [en]

QuickBooks Link

2025-05-22T09:41:20Z

Dina: /* Supported Editions */

{{usermanualsnav}}

__TOC__
== Overview ==
Using the [[QuickBooks Link|RangerMSP-QuickBooks Link]] you can run your computer services business more efficiently. It was designed to simplify routine business, accounting and financial management tasks. With the RangerMSP-QuickBooks Link, you only need to enter data once and it will appear in both RangerMSP and QuickBooks. This feature not only saves you the time of manually entering data, but it also minimizes the problems of duplicate, redundant and wrong data common to manual data entry. Now you can synchronize your data between RangerMSP and QuickBooks and ensure data accuracy, enhance your flexibility, and increase your control over your bottom line.

This user manual will help you use the features included in the RangerMSP-QuickBooks Link module.

The RangerMSP-QuickBooks Link includes the following features:

'''Customers'''
*Import all your QuickBooks Customers into RangerMSP
*Changes made to QuickBooks Customers can be synchronized with RangerMSP
*Create a new Customer in QuickBooks based on a selected RangerMSP Account
*Create links between existing RangerMSP Accounts and QuickBooks Customers to automate synchronization between them
*Send and receive updates for selected Accounts/Customers

'''Vendors'''
*Import all your QuickBooks Vendors into RangerMSP
*Changes made to QuickBooks Vendors can be synchronized with RangerMSP
*Create a new Account in RangerMSP based on a selected QuickBooks Vendor
*Create a new Vendor in QuickBooks based on a selected RangerMSP Account
*Create links between existing RangerMSP Accounts and QuickBooks Vendors to automate synchronization between them
*Send and receive updates for selected Accounts/Vendors

'''Items'''
*Import any/all of the following QuickBooks Items into RangerMSP:
**Service Items => Labor Items in RangerMSP
**Inventory Parts => Products/Parts in RangerMSP
**Non-Inventory Parts => Products/Parts in RangerMSP
**Inventory Assembly Items => Products/Parts in RangerMSP
**Other Charge Items => Expenses in RangerMSP
*Changes made to QuickBooks Items can be synchronized with RangerMSP
*Create a new Item in RangerMSP based on a selected QuickBooks Item
*Create a new Item in QuickBooks based on a selected RangerMSP Item
*Create links between existing RangerMSP Items and QuickBooks Items to automate synchronization between them
*Send and receive updates for selected Items

'''Invoices'''
*Generate QuickBooks invoices based on charges entered in RangerMSP
*Generate invoices at different levels:
**Account - Invoices generated at the Account level may include any charges linked to this account, its contracts and tickets.
**Contract - Generating an invoice at the Contract level may include only charges which are linked to this specific contract
**Ticket - Generating an invoice at the Ticket level may include only charges which are linked to this specific ticket
*See total unbilled pending charges according to Account, Contract and Ticket
*Select which charges to include in the invoice
*Create a QuickBooks invoice directly from the Account, Contract, or Ticket windows
*View all charges included in a QuickBooks invoice by filtering charges by the invoice reference value

==Getting Started==
To enjoy the benefits of the RangerMSP-QuickBooks Link you first need to set it up. The setup is a user-friendly process that walks you through all the necessary steps to completion.

===Supported Editions===
Please note that currently RangerMSP synchronizes with the following versions and editions of QuickBooks:

The following editions of QuickBooks Online are supported: Australia, Canada, United Kingdom, United States (requires RangerMSP 25.0.0.5 or above)

The following '''US''' versions of QuickBooks Desktop are supported:
*QuickBooks Enterprise 24.0 (requires RangerMSP 30 or above)
*QuickBooks Desktop 2024 (requires RangerMSP 30 or above)
*QuickBooks Pro 2023 (requires RangerMSP 30 or above)
*QuickBooks Pro 2022 (requires RangerMSP 30 or above)
*QuickBooks Premier 2022 (requires RangerMSP 30 or above)
*QuickBooks Pro 2021 (requires RangerMSP 27 or above)
*QuickBooks Premier 2021 (requires RangerMSP 27 or above)
*QuickBooks Pro 2020 (requires RangerMSP 25 or above)
*QuickBooks Premier 2020 (requires RangerMSP 25 or above)
*QuickBooks Pro 2019 (requires RangerMSP 21 or above)
*QuickBooks Premier 2019 (requires RangerMSP 21 or above)
*QuickBooks Pro 2018 (requires RangerMSP 17 or above)
*QuickBooks Premier 2018 (requires RangerMSP 17 or above)
*QuickBooks Enterprise 2018 (requires RangerMSP 18 or above)
*QuickBooks Pro 2017 (requires RangerMSP 15 or above)
*QuickBooks Premier 2017 (requires RangerMSP 15 or above)
*QuickBooks Enterprise 2017 (requires RangerMSP 15 or above)
*QuickBooks Pro 2016 (requires RangerMSP 10 or above)
*QuickBooks Premier 2016 (requires RangerMSP 10 or above)
*QuickBooks Enterprise 2016 (requires RangerMSP 10 or above)
*QuickBooks Pro 2015 (requires RangerMSP 9 or above)
*QuickBooks Premier 2015 (requires RangerMSP 9 or above)
*QuickBooks Enterprise 2015 (requires RangerMSP 9 or above)
*QuickBooks Pro 2014 (requires RangerMSP 7.0 or above)
*QuickBooks Premier 2014 (requires RangerMSP 7.0 or above)
*QuickBooks Enterprise 2014 (requires RangerMSP 7.0 or above)
*QuickBooks Pro 2013 (requires RangerMSP 5.5 or above)
*QuickBooks Premier 2013 (requires RangerMSP 5.5 or above)
*QuickBooks Enterprise 2013 (requires RangerMSP 5.5 or above)
*QuickBooks Pro 2012 (requires RangerMSP 5.5 or above)
*QuickBooks Premier 2012 (requires RangerMSP 5.5 or above)
*QuickBooks Enterprise 2012 (requires RangerMSP 5.5 or above)
*QuickBooks Pro 2011 (requires RangerMSP 5.5 or above)
*QuickBooks Premier 2011 (requires RangerMSP 5.5 or above)
*QuickBooks Enterprise 2011 (requires RangerMSP 5.5 or above)
*QuickBooks Pro 2010
*QuickBooks Premier 2010
*QuickBooks Enterprise 2010
*QuickBooks Pro 2009
*QuickBooks Premier 2009
*QuickBooks Enterprise 2009
*QuickBooks Pro 2008
*QuickBooks Premier 2008
*QuickBooks Enterprise 2008

Note for QuickBooks 2009, or above, users: RangerMSP 4.5, or above, is required to integrate with QuickBooks 2009. RangerMSP-QuickBooks Link uses a single currency. Multi-currency is not supported.

The following '''Canadian''' versions of QuickBooks Desktop are supported:
supported:
*QuickBooks Canada Pro 2022 (requires RangerMSP 30 or above)
*QuickBooks Canada Premier 2022 (requires RangerMSP 30 or above)
*QuickBooks Canada Pro 2021 (requires RangerMSP 27 or above)
*QuickBooks Canada Premier 2021 (requires RangerMSP 27 or above)
*QuickBooks Canada Pro 2020 (requires RangerMSP 25 or above)
*QuickBooks Canada Premier 2020 (requires RangerMSP 25 or above)
*QuickBooks Canada Pro 2019 (requires RangerMSP 21 or above)
*QuickBooks Canada Premier 2019 (requires RangerMSP 21 or above)
*QuickBooks Canada Pro 2018 (requires RangerMSP 17 or above)
*QuickBooks Canada Premier 2018 (requires RangerMSP 17 or above)
*QuickBooks Canada Pro 2017 (requires RangerMSP 15 or above)
*QuickBooks Canada Premier 2017 (requires RangerMSP 15 or above)
*QuickBooks Canada Pro 2016 (requires RangerMSP 10.0 or above)
*QuickBooks Canada Premier 2016 (requires RangerMSP 10.0 or above)
*QuickBooks Canada Pro 2015 (requires RangerMSP 9.0 or above)
*QuickBooks Canada Premier 2015 (requires RangerMSP 9.0 or above)
*QuickBooks Canada Pro 2014 (requires RangerMSP 7.0 or above)
*QuickBooks Canada Premier 2014 (requires RangerMSP 7.0 or above)
*QuickBooks Canada Pro 2013
*QuickBooks Canada Premier 2013
*QuickBooks Canada Pro 2012
*QuickBooks Canada Premier 2012
*QuickBooks Canada Pro 2011
*QuickBooks Canada Premier 2011
*QuickBooks Canada Pro 2010
*QuickBooks Canada Premier 2010
*QuickBooks Canada Pro 2009
*QuickBooks Canada Premier 2009
*QuickBooks Canada Pro 2008
*QuickBooks Canada Premier 2008

The following '''UK''' versions of QuickBooks Desktop are supported:
*QuickBooks UK Pro 2022 (requires RangerMSP 30 or above)
*QuickBooks UK Premier 2022 (requires RangerMSP 30 or above)
*QuickBooks UK Pro 2021 (requires RangerMSP 27 or above)
*QuickBooks UK Premier 2021 (requires RangerMSP 27 or above)
*QuickBooks UK Pro 2020 (requires RangerMSP 25 or above)
*QuickBooks UK Premier 2020 (requires RangerMSP 25 or above)
*QuickBooks UK Pro 2019 (requires RangerMSP 21 or above)
*QuickBooks UK Premier 2019 (requires RangerMSP 21 or above)
*QuickBooks UK Pro 2018 (requires RangerMSP 17 or above)
*QuickBooks UK Premier 2018 (requires RangerMSP 17 or above)
*QuickBooks UK Pro 2017 (requires RangerMSP 15 or above)
*QuickBooks UK Premier 2017 (requires RangerMSP 15 or above)
*QuickBooks UK Pro 2016 (requires RangerMSP 10 or above)
*QuickBooks UK Premier 2016 (requires RangerMSP 10 or above)
*QuickBooks UK Pro 2015 (requires RangerMSP 9 or above)
*QuickBooks UK Premier 2015 (requires RangerMSP 9 or above)
*QuickBooks UK Pro 2014 (requires RangerMSP 9 or above)
*QuickBooks UK Premier 2014 (requires RangerMSP 9 or above)
*QuickBooks UK Pro 2013
*QuickBooks UK Premier 2013
*QuickBooks UK Pro 2012
*QuickBooks UK Premier 2012
*QuickBooks UK Pro 2011
*QuickBooks UK Premier 2011
*QuickBooks UK Pro 2010
*QuickBooks UK Premier 2010
*QuickBooks UK Pro 2008

The following '''Australian''' versions of QuickBooks are supported (*):
*Reckon Accounts (formerly QuickBooks Australia) Pro, Premier, Enterprise 2014-2017 (requires RangerMSP 9 or above)
*QuickBooks Pro 2013
*QuickBooks Premier 2013
*QuickBooks Pro 2012
*QuickBooks Premier 2012
*QuickBooks Pro 2010/11
*QuickBooks Premier 2010/11
*QuickBooks Pro 2009/10
*QuickBooks Premier 2009/10
*QuickBooks Pro 2008/9
*QuickBooks Premier 2008/9

*The integration with QuickBooks Australia was tested and works in US compatibility mode.

[multi user mode is supported]

===Installation Instructions===

====QuickBooks Desktop====
To setup the integration with '''QuickBooks Desktop''' and connect to your company file please follow [[QuickBooks_Desktop_Link_Installation_Instructions|QuickBooks Desktop Link Installation Instructions]]

====QuickBooks Online====
To connect to your '''QuickBooks Online''' company please follow [[QuickBooks_Online_Link_Configuration_Instructions|QuickBooks Online Link Configuration Instructions]]

===Switching to QuickBooks Online from QuickBooks Desktop===

Please [[Switching_to_QuickBooks_Online_from_QuickBooks_Desktop|click here]] to learn about switching from integrating RangerMSP with QuickBooks Desktop to integrating with QuickBooks Online.

===Importing Customers/Vendors from QuickBooks into RangerMSP for the First Time===
This section will show you how to import your Customers into RangerMSP.

Important note: If all your Customers are already in RangerMSP, do '''not''' use this import feature until you have created links between existing records in RangerMSP and their related records in QuickBooks. To learn more about how to create these links, [[QuickBooks Link Account Options|click here.]]

Note that before performing a batch import, it is recommended that you first back up all your RangerMSP data. The RangerMSP data is stored in <server>RangerMSP\DB.

After backing up your data, follow the instructions below to import Customers/Vendors from QuickBooks into RangerMSP:

In the Accounts window, go to the QuickBooks drop down toolbar menu and select Import New Records/Update Linked Records from QuickBooks. 

[[File:importing_accounts_from_qb.gif|center]] 

[[File:backup_warning.png|center]] 

If you have backed up your RangerMSP Data, click OK to continue with the import process.

The import wizard will ask you to select the QuickBooks records you would like to import into RangerMSP. By default, only active Customers are imported. If you want to import your vendors as well, follow the import wizard again once you have completed importing your Customers, and select Vendors.

[[File:accounts_import_wizard.png|center]]

Select the type of QuickBooks records you want to import, and click Next.

[[File:accounts_import_wizard_finish.png|center]]

Click Finish.

[[File:start_importing_data_question.png|center]]

Click Yes to begin importing the data. The import process will begin.

[[File:import_accounts_progress.png|center]]

Wait till the records are imported from QuickBooks to RangerMSP:

[[File:successful_import.png|center]]

Click OK.

The import has finished. You can now see all the imported records in RangerMSP in the Accounts window:

[[File:imported_accounts_list.png|center]]

Please note that QuickBooks Jobs are not imported in batch imports from QuickBooks. You can import jobs on one by one basis using the 'New Account in RangerMSP Based on QuickBooks' menu option.

===Importing Items from QuickBooks into RangerMSP===
This section will show you how to import your QuickBooks Items into RangerMSP.

Important Note: If all your Items are already in RangerMSP, do '''not''' use this import feature until you have created links between existing records in RangerMSP and their related records in QuickBooks. To learn more about how to create these links, [[QuickBooks Link Items Options|click here]].

Every Labor/Parts/Expense Charge in RangerMSP is based on a selected Item. This is why Items are important to the entire billing process. The RangerMSP-QuickBooks Link enables you to import all your Items from QuickBooks, saving you from retyping Item details in RangerMSP.

Note that before performing a batch import, it is recommended that you first back up all your RangerMSP data. The RangerMSP data is stored in <server>RangerMSP\DB.

After backing up your data follow the instructions below to import Items from QuickBooks into RangerMSP:

In the Items window, go to the QuickBooks drop down toolbar menu and select Import New Records/Update Linked Records from QuickBooks.

[[File:importing_items_from_qb.png|center]]

[[File:backup_warning.png|center]]

If you have backed up your RangerMSP Data, click OK to continue with the import process.

The import wizard will ask you to select the QuickBooks records you would like to import into RangerMSP. By default, all active Items are imported.

[[File:items_import_wizard.png|center]]

Select the types of Items you want to import from QuickBooks and click Next.

[[File:items_import_wizard_finish.png|center]]

Click '''Finish'''.

[[File:start_importing_data_question.png|center]]

Click Yes to begin importing the data. The import process will begin.

[[File:import_items_progress.png|center]]

Wait until the record are imported from QuickBooks to RangerMSP:

[[File:successful_import.png|center]]

Click '''OK'''.

The import has finished. You can now see all the imported records in RangerMSP, in the Items window.

[[File:imported_items_list.png|center]]

===Creating a New Invoice in QuickBooks===
RangerMSP lets you create QuickBooks Invoices at the '''Account/Ticket/Contract '''levels.

If you create an invoice at the '''Account level''', all Billable charges related to the Account that haven't been billed yet will be included in the invoice, including charges related to Tickets and Contracts.

If you create an invoice at the '''Contract level''', only Billable charges that haven't been billed yet which are related to the selected Contract will be included in the invoice, including all Ticket-related charges.

If you create an invoice at the '''Ticket level''', only Billable charges that haven't been billed yet which are related to the selected Ticket will be included in the invoice.

In all cases, you can also include not-billable charges in the invoice, which will be displayed in the invoice with a zero billable total amount. This way you can include all the charges without actually billing for not-billable charges.

There are two ways to create an invoice. The first option is creating an invoice for a specific Account, Ticket or Contract, and the second option is creating invoices for open balances in general.

Option 1: Go to the Accounts/Tickets/Contracts window, and select Create Invoice... on the QuickBooks drop down toolbar menu.

[[File:accounts_window_create_invoice_menu.png|center]]

or

[[File:tickets_window_create_invoice_menu.png|center]]

or

[[File:contracts_window_create_invoice_menu.png|center]]

Option 2: Go to the File menu, select New and then QuickBooks Invoice.

[[File:New_quickbooks_invoice_menu.png|center]]

After selecting this option the Generate QuickBooks Invoice dialog box is displayed:

[[File:general_new_invoice_window.png|center]]

Select the level at which you want to generate the invoice (either Accounts, Tickets, or Contracts).

View all the open Billable charges for the level you selected:

[[File:all_tickets_to_be_invoiced.png|center]]

In the example above, the Ticket level was selected. All the Tickets with open Billable charges are displayed. Select the Ticket for which you want to create an invoice and click Select Ticket and Continue.

After selecting the Account/Contract/Ticket record for which you want to create an invoice, the following window is displayed (this window is also displayed when the Create Invoice... option has been selected from the Account/Contact/Ticket window in Option 1 above):

[[File:invoice_wizard_step2.gif|center]]

All Billable charges that haven't been billed yet and are related to the selected Account, Contract or Ticket record (Contract in the example above) are displayed and by default are selected (using the check mark) to be included in the invoice.

In the charge list you can select which charges will be included in the invoice by selecting or unselecting them by clicking on the checkbox to the left of the record.
 
'''Include/Exclude Not-Billable Charges''' 
In addition to the billable charges, you can include Not-billable charges in the invoice. When adding them, Not-Billable charges are displayed in the invoice, however, they do not affect the invoice total.

To include or exclude the not-billable charges click the Include Not-Billable Charge/Exclude Not-Billable toggle Charges button. Note that Administrators can set the system to always include the Not-Billable charges from Tools > Options > QuickBooks.
 
'''To be Printed/To be Emailed Flags''' 
Depending on your QuickBooks edition, Invoices in QuickBooks may include the following options: ‘To be printed’ and ‘To be emailed’.

By default, when creating new invoices from RangerMSP, the values for these options are taken from the default settings in QuickBooks (see the selected 'by QuickBooks' option). When un-checking the 'by QuickBooks' option, you can control the values to be used when generating the QuickBooks Invoice.

See more details in [[QuickBooks_Link#QuickBooks_Link_Settings|QuickBooks Link Settings]].

{| id="mp-tfp" style="margin:7px 0 0 0; width:100%; background:none;"

| class="MainPageBG" style="width:50%; border:1px solid #FFCB99; background:#ffffff; vertical-align:top; color:#000;" |
{| id="mp-left" cellpadding="2" cellspacing="5" style="width:100%; vertical-align:top; background:#ffffff;"
! <h3 id="mp-tfa-h2" style="margin:0; background:#fff3e1; font-size:120%; font-weight:bold; border:1px solid #FFCB99; text-align:left; color:#000; padding:0.2em 0.4em;">Tip</h3>
|-
| style="color:#000;" | <div id="mp-tfa">You can use the Quick Select and/or Quick Unselect and/or Advanced Sort buttons to more easily select the Charges to be billed (this is usually required when a lot of charges are displayed). </div>
|}
|}

At this stage you can also set different parameters for the invoice itself. The following options are located at the top of the Generate QuickBooks Invoice window:
#Bill To - This is the invoice billing address. By default it is taken from the Bill To data defined for the customer in QuickBooks. You can enter a different address in this box if necessary. If you have modified this information by mistake and want to use the QuickBooks defaults, right-click above the field and select Set by QuickBooks.
#Ship To - This is the invoice shipping address. By default it is taken from the Ship To data set defined for the customer in QuickBooks. You can enter a different address in this box if necessary. If you have modified this information by mistake and want to use the QuickBooks defaults, right-click above the field and select Set by QuickBooks.
#Date - This is the invoice date. By default, the date used is today's date. You can modify the date if necessary by typing an alternate date in this field.
#Reference - This is the invoice Reference number. This number is set by default by QuickBooks. You can modify this number if necessary by typing an alternate Reference number in the field.
#Due Date - This is the invoice Due Date. By default, the date is one month from today's date. You can modify this date if necessary by entering an alternate due date in the field.
#Memo - This field is for invoice memo/notes. If necessary, enter a memo that will appear as part of the QuickBooks invoice.

After entering the invoice details and selecting the relevant Charges, click Next.

The lines of the invoice are now displayed as they will appear in the QuickBooks invoice.

[[File:invoice_wizard_step3.gif|center]]

In this step you can modify the text which will be displayed on the invoice lines. Note that all modifications made to the invoice lines here are not applied to Charges in RangerMSP, and only apply to the QuickBooks invoice lines.

'''Move Line Up/Down'''
You can use the Move Line Up/Move Line Down buttons or the Advanced Sort button to modify the order of the invoice lines.

'''Insert Line/s'''
You can also use the Add Blank Line button to include blank lines between the invoice lines in order to space the invoice up and make it more readable

'''Incl. in Description'''
You can also use the "Incl. in Description" button to include additional information to all invoice line simultaneously, such as:

[[File:include_in_description_button.gif|center]]

Click on Incl. in Description and select the data you wish to be added to the description for every invoice line. To add this information to all invoices by default go to Tools > Options > QuickBooks and select the information you want to include in invoice lines.

You can double-click on each invoice line to add or edit the text/description of the selected line.

As mentioned above, these changes will take affect only on the invoice lines in QuickBooks. The original charges will not be affected by these changes.

[[File:edit_invoice_line_description.png|center]]

In the image below, you can see that additional information has appeared in the Description column of the invoice lines.

[[File:invoice_wizard_step3_with_changes.gif|center]]

When the invoice information is complete, click Generate QuickBooks Invoice.

RangerMSP will now verify all the settings with QuickBooks and will add the QuickBooks invoice. Once an invoice has been created, the following unofficial invoice will be displayed. This invoice is just to give you an idea of how the invoice was created in QuickBooks. For complete details, view the invoice details in QuickBooks.

[[File:Quickbooks_invoice_details.png|center]]

If you wish to create another invoice, click on Create New Invoice'. Otherwise, you can close the window.

The invoice we've created looks like the following in QuickBooks:

[[File:Quickbooks_invoice_in_quickbooks.png|center]]

== Using the RangerMSP-QuickBooks Link ==
At this stage, where the RangerMSP-QuickBooks Link installation setup is complete, you can start using it.

A few clicks will allow you to sync information between the two programs. Thus saving a lot of time and increasing productivity.

The first stage after the installation is to import Customers, Vendors and Items from QuickBooks into RangerMSP. Please note that you can easily perform the imports (as explained below).

However, we strongly recommend to backup RangerMSP data prior to the imports.

You should backup <server>\RangerMSP\DB folder including all files while no one is using RangerMSP.

Note: If you are already using RangerMSP for a while and already have all your customers and items record in RangerMSP you should match RangerMSP records with QuickBooks records '''instead''' of importing the records (importing the records in this case will only create duplicates in your database and therefore it should be avoided). To learn more about how to link existing records between the two systems see [[QuickBooks Link Account Options|Link Account to QuickBooks Customer/Job/Vendor Record]] or [[QuickBooks Link Account Options|click here]].

===Accounts===
Your company has ongoing interactions with customers, vendors, business partners, friends, leads, and so on. In RangerMSP, each of these types of contacts is called an Account. You can manage your Account contact data and all other related data in the Accounts window.

In Accounts, related data is any information related to the Account that is presently being managed in RangerMSP, such as scheduled Appointments, open Tasks, Phone Call monitoring, Ticket/incident history, Assets (customer equipment and software licenses), Charges, linked Documents (MS-Word, emails, Excel etc.), Sales Opportunities and so on.

Account information is organized in separate information tabs that display different types of data.

To view all information related to an Account, open the Accounts window, locate the required Account, and browse through its data by clicking on the information tabs.

Accounts can be easily imported from QuickBooks, and changes can be synchronized between both systems.

For more details see [[QuickBooks Link Account Options|RangerMSP-QuickBooks Link Account Options.]]

===Items===
[[Items]] in RangerMSP are a catalog of all the services and products you offer. The Items list in RangerMSP acts as your price list.

Each Item has a unique Code, Name, Description and Pricing Setting.

There are three types of Items in RangerMSP:

'''Parts''' Items are hardware, software, or any other items you ship to your customer. These items have fixed prices.

'''Labor''' Items are services you provide to your customers, such as server installation, network installation, on-site technician visits, etc. Each Labor item can have a fixed price, a fixed hourly rate, or a dynamic hourly rate that varies depending upon the employee who performs the service.

'''Expense''' Items are used to charge expenses, such as travel and special deliveries. Expense Items can have a fixed price per unit or a fixed hourly rate.

For each new Charge record, an Item is selected and the relevant Item data is automatically copied to the new charge. This streamlines your data entry process. Also, the selected Item for a Charge in RangerMSP will be the Item that appears on the QuickBooks invoice line when the Charge is transferred to a QuickBooks invoice.

Items can be Active or Suspended. A suspended Item cannot be selected when adding new charges.

Items can be easily imported from QuickBooks, and changes can be synchronized between QuickBooks and RangerMSP.

For more details see [[QuickBooks Link Items Options]].

===Invoices===
With the '''RangerMSP-QuickBooks Link''' you can create invoices in QuickBooks based on charges entered in RangerMSP.

This feature allows you to manage all the aspects of your service in one program: '''RangerMSP'''. You can manage Tickets, enter Charges, etc. in RangerMSP, while all billing is managed in QuickBooks.

QuickBooks invoices can easily be created from RangerMSP at the customer level, the service contract level and the ticket level.

All invoices created from RangerMSP are based on Charge records added in RangerMSP. Each Charge record is either a labor charge for work performed, a parts charge describing a part that has been used, or an expense charge for expenses spent on behalf of the customer, i.e. for special deliveries.

It is recommended that you familiarize yourself with the following terms in RangerMSP:

'''[[Tickets]]''' – Every incident, problem, or job you handle for a customer is managed in RangerMSP using a Ticket record. Click here to learn more.

'''[[Contracts]]''' – Contract records are used to manage your service contracts and track their status. Click here to learn more.

'''[[Charges]]''' – Charge records are used to track all activities that will be charged to customers, such as labor, parts and expenses. Click here to learn more.

To learn all about creating invoices from RangerMSP, see [[QuickBooks Link Invoice Creation Options]].

====Batch Invoice Creation====
The Batch Invoice Creation Wizard allows you to create many invoices at once at the customer level, the service contract level or the ticket level. This can save you a large amount of time allowing you to invoice many tickets or customers at once.

To learn on how to activate the Batch Invoice Creation Wizard, see [[QuickBooks_Link_Invoice_Creation_Options#Batch_Invoice_Creation|Batch Invoice Creation]].

===Charges===
Tracking Charges is a key factor for running your service business well and improving its performance. Most employees, however, consider this to be a nuisance or a burden, which makes it difficult to maximize your full income potential.

Three types of Charges can be tracked in RangerMSP:

<blockquote>Labor Charges for services provided Expense Charges for expenses such as travel and delivery Parts Charges for parts or products used</blockquote>

Each Charge record includes a description and information regarding the Account being charged, the charged Item (see the section on Items above), quantity, price, and total amount. Each Charge record can also be linked to a Ticket (optional).

All Charges are entered under one of the Account’s active Contracts. Charges may automatically change the current state of the contract where relevant, i.e. a Charge will reduce the time remaining in a Block of Time contract, reduce the amount of money in a Block of Money contract, etc.

A Charge can be set as Billable or Not Billable. When a Charge is set as Billable it means that you intend to bill the customer for this charge. The default billing status for Charges is determined by the type of contract under which the Charge is being created. See [[QuickBooks Link Charges Options#Understanding the Billing Status of Charges|Understanding the Billing Status]] of Charges below. Not-billable charges can also be included in invoices, however, these charges will display a zero amount and will not affect the invoice total amount.

Once a charged has been included in an invoice, the Charge record is set as Billed, and you can view the QuickBooks invoice reference number in the charge window. This prevents a customer from being billed again for the same Charge.

Adding a Charge is easy and this can be done in RangerMSP’s Main menu, the Tickets window (recommended), the Charges main window, or the Account window. Charges can also be added from anywhere using a web browser and an Internet connection, for this you need [[Web Interface|RangerMSP Web Interface]].

Use Items to speed up the process of entering new Charges. When an Item is selected for a Charge, its description and price are automatically copied into the relevant fields in the Charge record.

Many types of Charge reports are available. These reports are used to bill customers and analyze business performance.

For more details see [[QuickBooks Link Charges Options]].

==QuickBooks Link Settings==
QuickBooks Link Settings can be defined from Tools > Options > QuickBooks tab.

[[File:options_quickbooks_tab.png]]
 
In this window the following settings are available:
* '''Accounting Package to be integrated with RangerMSP'''
** None – means you do not want to integrate with any system
** QuickBooks Desktop– choosing this option you should specify the QuickBooks Desktop edition you use:
*** Edition: US, UK or Canada. Note that users working with the QuickBooks Australia edition or with Reckon Accounts (formerly QuickBooks Australia) should select US in this field (the Australian edition provides the API to external system compatible with the US edition).
*** QBFC: this is the QuickBooks API package. By default the system uses the latest QBFC edition. For very old QuickBooks editions you may need to change the QBFC edition being used. See more details in [[QuickBooks_Link_Troubleshooting|QuickBooks Troubleshooting]].
** QuickBooks Online - select this option to connect to your QuickBooks Online company
* '''QuickBooks Company File''' (for QuickBooks Desktop) or '''QuickBooks Online Company''' (for QuickBooks Online) Once running the setup wizard (see below) and choosing the company file for QuickBooks Desktop or connecting to QuickBooks Onlince Company, the selected file/company name will appear here. This way you can see at all times which file/company is being used when syncing with QuickBooks.
* '''Invoice Charges''' These settings define which charges will be included in invoices by default. All Billable charges that haven't been billed yet and are related to the selected Account, Contract or Ticket record are included in the invoice by default. It is possible to include Not-billable charges in the invoice as well, if you wish to show the customer work performed which is not being billed (e.g. when it is covered by a service contract). When including not-billable charges in the invoice, they do not affect the invoice total amount. Not-billable charges can be added to the invoice on-the-fly from the Invoice Creation Wizard, or you can set the system to always include the not-billable charges in invoices. Possible options:
**'''Display and automatically select not-billable charges''' Selecting this option will always include all not-billable charges in invoices.
**'''Display not-billable charges; do not automatically select them''' Selecting this option will always show the not-billable charges in the Invoice Creation Wizard window, however, these charge will remain un-selected, unless you explicitly select to include them in the Invoice.
**'''Hide not-billable charges''' Selecting this option will never hide the not-billable charges. You can have them included manually while creating the Invoice in the Invoice Creation Wizard. See more details on setting options when running the Invoice Creation Wizard in [[QuickBooks_Link_Invoice_Creation_Options|Invoice Creation Options]]. 
* '''QuickBooks Desktop Options: To be Printed & To be Emailed''' Depending on your QuickBooks edition, Invoices in QuickBooks may include the following options: ‘To be printed’ and ‘To be emailed’. By default, when creating new invoices from RangerMSP, the values for these options are taken from the default settings in QuickBooks. Using the flags in this options window, you can define default values to be used when generating QuickBooks Invoices from within RangerMSP. 
** '''To be Printed''' –
*** By QuickBooks (default) – choosing this option will take the value for this flag from the settings defined in QuickBooks.
*** Yes – choosing Yes will always set the To be Printed as Yes for new invoices created from RangerMSP.
*** No - choosing No will always set the To be Printed as No for new invoices created from RangerMSP. Note that these values can be modified on-the-fly when creating the invoice using the Invoice Creation Wizard.
** '''To be Emailed''' -
*** By QuickBooks (default) – choosing this option will take the value for this flag from the settings defined in QuickBooks.
*** Yes – choosing Yes will always set the To be Printed as Yes for new invoices created from RangerMSP.
*** No - choosing No will always set the To be Printed as No for new invoices created from RangerMSP. Note that these values can be modified on-the-fly when creating the invoice using the Invoice Creation Wizard.

To view additional properties, scroll down as shown in the following screenshot:
[[File:Options_quickbooks_tab_advanced_settings.png‎]]
* '''Invoice Lines Content''' Here you can select which data you want to include in each invoice line. This will affect all invoices being created via the QuickBooks Invoice Creation Wizard. Data which can be added to Invoices:
** Date
** Date & Time
** Employee name
** Ticket Number
** Contract Code
** Item Code
** Item Name
** Insert blank lines between each invoice line
* '''Advanced Settings''' The Advanced Settings deal with default items created in QuickBooks for un-synced items. In cases when charged Items in RangerMSP were not synchronized with QuickBooks Item, the invoice cannot be created because can't link to an Item in QuickBooks. To make the invoicing process easier and smoother, RangerMSP-QuickBooks Link automatically creates default Items in QuickBooks for such cases. These items can be managed in this window. See more details in [[QuickBooks_Link_Invoice_Creation_Options#Using_Special_QuickBooks_Items_and_Accounts|Using Special QuickBooks Items and Accounts]].

==See Also==
*[[QuickBooks Link Account Options]]
*[[QuickBooks Link Items Options]]
*[[QuickBooks Link Invoice Creation Options]]
*[[QuickBooks Link Charges Options]]
*[[QuickBooks Link Advanced Topics]]
**[[QuickBooks Link Advanced Topics#Changing Path/Company File|Changing Path/Company File]]
**[[QuickBooks Link Advanced Topics#Starting a New Financial Year in QuickBooks|Starting a New Financial Year in QuickBooks]]
**[[QuickBooks Link Advanced Topics#Introduction to RangerMSP Service Tickets|Introduction to RangerMSP Service Tickets]]
**[[QuickBooks Link Advanced Topics#Introduction to Contracts|Introduction to Contracts]]
**[[QuickBooks Link Advanced Topics#Detailed Installation Instructions for RangerMSP-QuickBooks Link|Detailed Installation Instructions for RangerMSP-QuickBooks Link]]
*[[Billing]]
*[[QuickBooks FAQ]]
*[[QuickBooks_Link_Troubleshooting|RangerMSP QuickBooks Link Troubleshooting]]
*[[Switching_to_QuickBooks_Online_from_QuickBooks_Desktop|Switching to QuickBooks Online from QuickBooks Desktop]]

[[Category:Setup]]
[[Category:User Manuals]]
[[Category:Billing]]

QuickBooks Link

2025-05-22T09:32:09Z

Dina: /* Supported Editions */

{{usermanualsnav}}

__TOC__
== Overview ==
Using the [[QuickBooks Link|RangerMSP-QuickBooks Link]] you can run your computer services business more efficiently. It was designed to simplify routine business, accounting and financial management tasks. With the RangerMSP-QuickBooks Link, you only need to enter data once and it will appear in both RangerMSP and QuickBooks. This feature not only saves you the time of manually entering data, but it also minimizes the problems of duplicate, redundant and wrong data common to manual data entry. Now you can synchronize your data between RangerMSP and QuickBooks and ensure data accuracy, enhance your flexibility, and increase your control over your bottom line.

This user manual will help you use the features included in the RangerMSP-QuickBooks Link module.

The RangerMSP-QuickBooks Link includes the following features:

'''Customers'''
*Import all your QuickBooks Customers into RangerMSP
*Changes made to QuickBooks Customers can be synchronized with RangerMSP
*Create a new Customer in QuickBooks based on a selected RangerMSP Account
*Create links between existing RangerMSP Accounts and QuickBooks Customers to automate synchronization between them
*Send and receive updates for selected Accounts/Customers

'''Vendors'''
*Import all your QuickBooks Vendors into RangerMSP
*Changes made to QuickBooks Vendors can be synchronized with RangerMSP
*Create a new Account in RangerMSP based on a selected QuickBooks Vendor
*Create a new Vendor in QuickBooks based on a selected RangerMSP Account
*Create links between existing RangerMSP Accounts and QuickBooks Vendors to automate synchronization between them
*Send and receive updates for selected Accounts/Vendors

'''Items'''
*Import any/all of the following QuickBooks Items into RangerMSP:
**Service Items => Labor Items in RangerMSP
**Inventory Parts => Products/Parts in RangerMSP
**Non-Inventory Parts => Products/Parts in RangerMSP
**Inventory Assembly Items => Products/Parts in RangerMSP
**Other Charge Items => Expenses in RangerMSP
*Changes made to QuickBooks Items can be synchronized with RangerMSP
*Create a new Item in RangerMSP based on a selected QuickBooks Item
*Create a new Item in QuickBooks based on a selected RangerMSP Item
*Create links between existing RangerMSP Items and QuickBooks Items to automate synchronization between them
*Send and receive updates for selected Items

'''Invoices'''
*Generate QuickBooks invoices based on charges entered in RangerMSP
*Generate invoices at different levels:
**Account - Invoices generated at the Account level may include any charges linked to this account, its contracts and tickets.
**Contract - Generating an invoice at the Contract level may include only charges which are linked to this specific contract
**Ticket - Generating an invoice at the Ticket level may include only charges which are linked to this specific ticket
*See total unbilled pending charges according to Account, Contract and Ticket
*Select which charges to include in the invoice
*Create a QuickBooks invoice directly from the Account, Contract, or Ticket windows
*View all charges included in a QuickBooks invoice by filtering charges by the invoice reference value

==Getting Started==
To enjoy the benefits of the RangerMSP-QuickBooks Link you first need to set it up. The setup is a user-friendly process that walks you through all the necessary steps to completion.

===Supported Editions===
Please note that currently RangerMSP synchronizes with the following versions and editions of QuickBooks:

The following editions of QuickBooks Online are supported: Australia, Canada, United Kingdom, United States (requires RangerMSP 25.0.0.5 or above)

The following '''US''' versions of QuickBooks Desktop are supported:
*QuickBooks Pro 2024 (requires RangerMSP 30 or above)
*QuickBooks Pro 2023 (requires RangerMSP 30 or above)
*QuickBooks Pro 2022 (requires RangerMSP 30 or above)
*QuickBooks Premier 2022 (requires RangerMSP 30 or above)
*QuickBooks Pro 2021 (requires RangerMSP 27 or above)
*QuickBooks Premier 2021 (requires RangerMSP 27 or above)
*QuickBooks Pro 2020 (requires RangerMSP 25 or above)
*QuickBooks Premier 2020 (requires RangerMSP 25 or above)
*QuickBooks Pro 2019 (requires RangerMSP 21 or above)
*QuickBooks Premier 2019 (requires RangerMSP 21 or above)
*QuickBooks Pro 2018 (requires RangerMSP 17 or above)
*QuickBooks Premier 2018 (requires RangerMSP 17 or above)
*QuickBooks Enterprise 2018 (requires RangerMSP 18 or above)
*QuickBooks Pro 2017 (requires RangerMSP 15 or above)
*QuickBooks Premier 2017 (requires RangerMSP 15 or above)
*QuickBooks Enterprise 2017 (requires RangerMSP 15 or above)
*QuickBooks Pro 2016 (requires RangerMSP 10 or above)
*QuickBooks Premier 2016 (requires RangerMSP 10 or above)
*QuickBooks Enterprise 2016 (requires RangerMSP 10 or above)
*QuickBooks Pro 2015 (requires RangerMSP 9 or above)
*QuickBooks Premier 2015 (requires RangerMSP 9 or above)
*QuickBooks Enterprise 2015 (requires RangerMSP 9 or above)
*QuickBooks Pro 2014 (requires RangerMSP 7.0 or above)
*QuickBooks Premier 2014 (requires RangerMSP 7.0 or above)
*QuickBooks Enterprise 2014 (requires RangerMSP 7.0 or above)
*QuickBooks Pro 2013 (requires RangerMSP 5.5 or above)
*QuickBooks Premier 2013 (requires RangerMSP 5.5 or above)
*QuickBooks Enterprise 2013 (requires RangerMSP 5.5 or above)
*QuickBooks Pro 2012 (requires RangerMSP 5.5 or above)
*QuickBooks Premier 2012 (requires RangerMSP 5.5 or above)
*QuickBooks Enterprise 2012 (requires RangerMSP 5.5 or above)
*QuickBooks Pro 2011 (requires RangerMSP 5.5 or above)
*QuickBooks Premier 2011 (requires RangerMSP 5.5 or above)
*QuickBooks Enterprise 2011 (requires RangerMSP 5.5 or above)
*QuickBooks Pro 2010
*QuickBooks Premier 2010
*QuickBooks Enterprise 2010
*QuickBooks Pro 2009
*QuickBooks Premier 2009
*QuickBooks Enterprise 2009
*QuickBooks Pro 2008
*QuickBooks Premier 2008
*QuickBooks Enterprise 2008

Note for QuickBooks 2009, or above, users: RangerMSP 4.5, or above, is required to integrate with QuickBooks 2009. RangerMSP-QuickBooks Link uses a single currency. Multi-currency is not supported.

The following '''Canadian''' versions of QuickBooks Desktop are supported:
supported:
*QuickBooks Canada Pro 2022 (requires RangerMSP 30 or above)
*QuickBooks Canada Premier 2022 (requires RangerMSP 30 or above)
*QuickBooks Canada Pro 2021 (requires RangerMSP 27 or above)
*QuickBooks Canada Premier 2021 (requires RangerMSP 27 or above)
*QuickBooks Canada Pro 2020 (requires RangerMSP 25 or above)
*QuickBooks Canada Premier 2020 (requires RangerMSP 25 or above)
*QuickBooks Canada Pro 2019 (requires RangerMSP 21 or above)
*QuickBooks Canada Premier 2019 (requires RangerMSP 21 or above)
*QuickBooks Canada Pro 2018 (requires RangerMSP 17 or above)
*QuickBooks Canada Premier 2018 (requires RangerMSP 17 or above)
*QuickBooks Canada Pro 2017 (requires RangerMSP 15 or above)
*QuickBooks Canada Premier 2017 (requires RangerMSP 15 or above)
*QuickBooks Canada Pro 2016 (requires RangerMSP 10.0 or above)
*QuickBooks Canada Premier 2016 (requires RangerMSP 10.0 or above)
*QuickBooks Canada Pro 2015 (requires RangerMSP 9.0 or above)
*QuickBooks Canada Premier 2015 (requires RangerMSP 9.0 or above)
*QuickBooks Canada Pro 2014 (requires RangerMSP 7.0 or above)
*QuickBooks Canada Premier 2014 (requires RangerMSP 7.0 or above)
*QuickBooks Canada Pro 2013
*QuickBooks Canada Premier 2013
*QuickBooks Canada Pro 2012
*QuickBooks Canada Premier 2012
*QuickBooks Canada Pro 2011
*QuickBooks Canada Premier 2011
*QuickBooks Canada Pro 2010
*QuickBooks Canada Premier 2010
*QuickBooks Canada Pro 2009
*QuickBooks Canada Premier 2009
*QuickBooks Canada Pro 2008
*QuickBooks Canada Premier 2008

The following '''UK''' versions of QuickBooks Desktop are supported:
*QuickBooks UK Pro 2022 (requires RangerMSP 30 or above)
*QuickBooks UK Premier 2022 (requires RangerMSP 30 or above)
*QuickBooks UK Pro 2021 (requires RangerMSP 27 or above)
*QuickBooks UK Premier 2021 (requires RangerMSP 27 or above)
*QuickBooks UK Pro 2020 (requires RangerMSP 25 or above)
*QuickBooks UK Premier 2020 (requires RangerMSP 25 or above)
*QuickBooks UK Pro 2019 (requires RangerMSP 21 or above)
*QuickBooks UK Premier 2019 (requires RangerMSP 21 or above)
*QuickBooks UK Pro 2018 (requires RangerMSP 17 or above)
*QuickBooks UK Premier 2018 (requires RangerMSP 17 or above)
*QuickBooks UK Pro 2017 (requires RangerMSP 15 or above)
*QuickBooks UK Premier 2017 (requires RangerMSP 15 or above)
*QuickBooks UK Pro 2016 (requires RangerMSP 10 or above)
*QuickBooks UK Premier 2016 (requires RangerMSP 10 or above)
*QuickBooks UK Pro 2015 (requires RangerMSP 9 or above)
*QuickBooks UK Premier 2015 (requires RangerMSP 9 or above)
*QuickBooks UK Pro 2014 (requires RangerMSP 9 or above)
*QuickBooks UK Premier 2014 (requires RangerMSP 9 or above)
*QuickBooks UK Pro 2013
*QuickBooks UK Premier 2013
*QuickBooks UK Pro 2012
*QuickBooks UK Premier 2012
*QuickBooks UK Pro 2011
*QuickBooks UK Premier 2011
*QuickBooks UK Pro 2010
*QuickBooks UK Premier 2010
*QuickBooks UK Pro 2008

The following '''Australian''' versions of QuickBooks are supported (*):
*Reckon Accounts (formerly QuickBooks Australia) Pro, Premier, Enterprise 2014-2017 (requires RangerMSP 9 or above)
*QuickBooks Pro 2013
*QuickBooks Premier 2013
*QuickBooks Pro 2012
*QuickBooks Premier 2012
*QuickBooks Pro 2010/11
*QuickBooks Premier 2010/11
*QuickBooks Pro 2009/10
*QuickBooks Premier 2009/10
*QuickBooks Pro 2008/9
*QuickBooks Premier 2008/9

*The integration with QuickBooks Australia was tested and works in US compatibility mode.

[multi user mode is supported]

===Installation Instructions===

====QuickBooks Desktop====
To setup the integration with '''QuickBooks Desktop''' and connect to your company file please follow [[QuickBooks_Desktop_Link_Installation_Instructions|QuickBooks Desktop Link Installation Instructions]]

====QuickBooks Online====
To connect to your '''QuickBooks Online''' company please follow [[QuickBooks_Online_Link_Configuration_Instructions|QuickBooks Online Link Configuration Instructions]]

===Switching to QuickBooks Online from QuickBooks Desktop===

Please [[Switching_to_QuickBooks_Online_from_QuickBooks_Desktop|click here]] to learn about switching from integrating RangerMSP with QuickBooks Desktop to integrating with QuickBooks Online.

===Importing Customers/Vendors from QuickBooks into RangerMSP for the First Time===
This section will show you how to import your Customers into RangerMSP.

Important note: If all your Customers are already in RangerMSP, do '''not''' use this import feature until you have created links between existing records in RangerMSP and their related records in QuickBooks. To learn more about how to create these links, [[QuickBooks Link Account Options|click here.]]

Note that before performing a batch import, it is recommended that you first back up all your RangerMSP data. The RangerMSP data is stored in <server>RangerMSP\DB.

After backing up your data, follow the instructions below to import Customers/Vendors from QuickBooks into RangerMSP:

In the Accounts window, go to the QuickBooks drop down toolbar menu and select Import New Records/Update Linked Records from QuickBooks. 

[[File:importing_accounts_from_qb.gif|center]] 

[[File:backup_warning.png|center]] 

If you have backed up your RangerMSP Data, click OK to continue with the import process.

The import wizard will ask you to select the QuickBooks records you would like to import into RangerMSP. By default, only active Customers are imported. If you want to import your vendors as well, follow the import wizard again once you have completed importing your Customers, and select Vendors.

[[File:accounts_import_wizard.png|center]]

Select the type of QuickBooks records you want to import, and click Next.

[[File:accounts_import_wizard_finish.png|center]]

Click Finish.

[[File:start_importing_data_question.png|center]]

Click Yes to begin importing the data. The import process will begin.

[[File:import_accounts_progress.png|center]]

Wait till the records are imported from QuickBooks to RangerMSP:

[[File:successful_import.png|center]]

Click OK.

The import has finished. You can now see all the imported records in RangerMSP in the Accounts window:

[[File:imported_accounts_list.png|center]]

Please note that QuickBooks Jobs are not imported in batch imports from QuickBooks. You can import jobs on one by one basis using the 'New Account in RangerMSP Based on QuickBooks' menu option.

===Importing Items from QuickBooks into RangerMSP===
This section will show you how to import your QuickBooks Items into RangerMSP.

Important Note: If all your Items are already in RangerMSP, do '''not''' use this import feature until you have created links between existing records in RangerMSP and their related records in QuickBooks. To learn more about how to create these links, [[QuickBooks Link Items Options|click here]].

Every Labor/Parts/Expense Charge in RangerMSP is based on a selected Item. This is why Items are important to the entire billing process. The RangerMSP-QuickBooks Link enables you to import all your Items from QuickBooks, saving you from retyping Item details in RangerMSP.

Note that before performing a batch import, it is recommended that you first back up all your RangerMSP data. The RangerMSP data is stored in <server>RangerMSP\DB.

After backing up your data follow the instructions below to import Items from QuickBooks into RangerMSP:

In the Items window, go to the QuickBooks drop down toolbar menu and select Import New Records/Update Linked Records from QuickBooks.

[[File:importing_items_from_qb.png|center]]

[[File:backup_warning.png|center]]

If you have backed up your RangerMSP Data, click OK to continue with the import process.

The import wizard will ask you to select the QuickBooks records you would like to import into RangerMSP. By default, all active Items are imported.

[[File:items_import_wizard.png|center]]

Select the types of Items you want to import from QuickBooks and click Next.

[[File:items_import_wizard_finish.png|center]]

Click '''Finish'''.

[[File:start_importing_data_question.png|center]]

Click Yes to begin importing the data. The import process will begin.

[[File:import_items_progress.png|center]]

Wait until the record are imported from QuickBooks to RangerMSP:

[[File:successful_import.png|center]]

Click '''OK'''.

The import has finished. You can now see all the imported records in RangerMSP, in the Items window.

[[File:imported_items_list.png|center]]

===Creating a New Invoice in QuickBooks===
RangerMSP lets you create QuickBooks Invoices at the '''Account/Ticket/Contract '''levels.

If you create an invoice at the '''Account level''', all Billable charges related to the Account that haven't been billed yet will be included in the invoice, including charges related to Tickets and Contracts.

If you create an invoice at the '''Contract level''', only Billable charges that haven't been billed yet which are related to the selected Contract will be included in the invoice, including all Ticket-related charges.

If you create an invoice at the '''Ticket level''', only Billable charges that haven't been billed yet which are related to the selected Ticket will be included in the invoice.

In all cases, you can also include not-billable charges in the invoice, which will be displayed in the invoice with a zero billable total amount. This way you can include all the charges without actually billing for not-billable charges.

There are two ways to create an invoice. The first option is creating an invoice for a specific Account, Ticket or Contract, and the second option is creating invoices for open balances in general.

Option 1: Go to the Accounts/Tickets/Contracts window, and select Create Invoice... on the QuickBooks drop down toolbar menu.

[[File:accounts_window_create_invoice_menu.png|center]]

or

[[File:tickets_window_create_invoice_menu.png|center]]

or

[[File:contracts_window_create_invoice_menu.png|center]]

Option 2: Go to the File menu, select New and then QuickBooks Invoice.

[[File:New_quickbooks_invoice_menu.png|center]]

After selecting this option the Generate QuickBooks Invoice dialog box is displayed:

[[File:general_new_invoice_window.png|center]]

Select the level at which you want to generate the invoice (either Accounts, Tickets, or Contracts).

View all the open Billable charges for the level you selected:

[[File:all_tickets_to_be_invoiced.png|center]]

In the example above, the Ticket level was selected. All the Tickets with open Billable charges are displayed. Select the Ticket for which you want to create an invoice and click Select Ticket and Continue.

After selecting the Account/Contract/Ticket record for which you want to create an invoice, the following window is displayed (this window is also displayed when the Create Invoice... option has been selected from the Account/Contact/Ticket window in Option 1 above):

[[File:invoice_wizard_step2.gif|center]]

All Billable charges that haven't been billed yet and are related to the selected Account, Contract or Ticket record (Contract in the example above) are displayed and by default are selected (using the check mark) to be included in the invoice.

In the charge list you can select which charges will be included in the invoice by selecting or unselecting them by clicking on the checkbox to the left of the record.
 
'''Include/Exclude Not-Billable Charges''' 
In addition to the billable charges, you can include Not-billable charges in the invoice. When adding them, Not-Billable charges are displayed in the invoice, however, they do not affect the invoice total.

To include or exclude the not-billable charges click the Include Not-Billable Charge/Exclude Not-Billable toggle Charges button. Note that Administrators can set the system to always include the Not-Billable charges from Tools > Options > QuickBooks.
 
'''To be Printed/To be Emailed Flags''' 
Depending on your QuickBooks edition, Invoices in QuickBooks may include the following options: ‘To be printed’ and ‘To be emailed’.

By default, when creating new invoices from RangerMSP, the values for these options are taken from the default settings in QuickBooks (see the selected 'by QuickBooks' option). When un-checking the 'by QuickBooks' option, you can control the values to be used when generating the QuickBooks Invoice.

See more details in [[QuickBooks_Link#QuickBooks_Link_Settings|QuickBooks Link Settings]].

{| id="mp-tfp" style="margin:7px 0 0 0; width:100%; background:none;"

| class="MainPageBG" style="width:50%; border:1px solid #FFCB99; background:#ffffff; vertical-align:top; color:#000;" |
{| id="mp-left" cellpadding="2" cellspacing="5" style="width:100%; vertical-align:top; background:#ffffff;"
! <h3 id="mp-tfa-h2" style="margin:0; background:#fff3e1; font-size:120%; font-weight:bold; border:1px solid #FFCB99; text-align:left; color:#000; padding:0.2em 0.4em;">Tip</h3>
|-
| style="color:#000;" | <div id="mp-tfa">You can use the Quick Select and/or Quick Unselect and/or Advanced Sort buttons to more easily select the Charges to be billed (this is usually required when a lot of charges are displayed). </div>
|}
|}

At this stage you can also set different parameters for the invoice itself. The following options are located at the top of the Generate QuickBooks Invoice window:
#Bill To - This is the invoice billing address. By default it is taken from the Bill To data defined for the customer in QuickBooks. You can enter a different address in this box if necessary. If you have modified this information by mistake and want to use the QuickBooks defaults, right-click above the field and select Set by QuickBooks.
#Ship To - This is the invoice shipping address. By default it is taken from the Ship To data set defined for the customer in QuickBooks. You can enter a different address in this box if necessary. If you have modified this information by mistake and want to use the QuickBooks defaults, right-click above the field and select Set by QuickBooks.
#Date - This is the invoice date. By default, the date used is today's date. You can modify the date if necessary by typing an alternate date in this field.
#Reference - This is the invoice Reference number. This number is set by default by QuickBooks. You can modify this number if necessary by typing an alternate Reference number in the field.
#Due Date - This is the invoice Due Date. By default, the date is one month from today's date. You can modify this date if necessary by entering an alternate due date in the field.
#Memo - This field is for invoice memo/notes. If necessary, enter a memo that will appear as part of the QuickBooks invoice.

After entering the invoice details and selecting the relevant Charges, click Next.

The lines of the invoice are now displayed as they will appear in the QuickBooks invoice.

[[File:invoice_wizard_step3.gif|center]]

In this step you can modify the text which will be displayed on the invoice lines. Note that all modifications made to the invoice lines here are not applied to Charges in RangerMSP, and only apply to the QuickBooks invoice lines.

'''Move Line Up/Down'''
You can use the Move Line Up/Move Line Down buttons or the Advanced Sort button to modify the order of the invoice lines.

'''Insert Line/s'''
You can also use the Add Blank Line button to include blank lines between the invoice lines in order to space the invoice up and make it more readable

'''Incl. in Description'''
You can also use the "Incl. in Description" button to include additional information to all invoice line simultaneously, such as:

[[File:include_in_description_button.gif|center]]

Click on Incl. in Description and select the data you wish to be added to the description for every invoice line. To add this information to all invoices by default go to Tools > Options > QuickBooks and select the information you want to include in invoice lines.

You can double-click on each invoice line to add or edit the text/description of the selected line.

As mentioned above, these changes will take affect only on the invoice lines in QuickBooks. The original charges will not be affected by these changes.

[[File:edit_invoice_line_description.png|center]]

In the image below, you can see that additional information has appeared in the Description column of the invoice lines.

[[File:invoice_wizard_step3_with_changes.gif|center]]

When the invoice information is complete, click Generate QuickBooks Invoice.

RangerMSP will now verify all the settings with QuickBooks and will add the QuickBooks invoice. Once an invoice has been created, the following unofficial invoice will be displayed. This invoice is just to give you an idea of how the invoice was created in QuickBooks. For complete details, view the invoice details in QuickBooks.

[[File:Quickbooks_invoice_details.png|center]]

If you wish to create another invoice, click on Create New Invoice'. Otherwise, you can close the window.

The invoice we've created looks like the following in QuickBooks:

[[File:Quickbooks_invoice_in_quickbooks.png|center]]

== Using the RangerMSP-QuickBooks Link ==
At this stage, where the RangerMSP-QuickBooks Link installation setup is complete, you can start using it.

A few clicks will allow you to sync information between the two programs. Thus saving a lot of time and increasing productivity.

The first stage after the installation is to import Customers, Vendors and Items from QuickBooks into RangerMSP. Please note that you can easily perform the imports (as explained below).

However, we strongly recommend to backup RangerMSP data prior to the imports.

You should backup <server>\RangerMSP\DB folder including all files while no one is using RangerMSP.

Note: If you are already using RangerMSP for a while and already have all your customers and items record in RangerMSP you should match RangerMSP records with QuickBooks records '''instead''' of importing the records (importing the records in this case will only create duplicates in your database and therefore it should be avoided). To learn more about how to link existing records between the two systems see [[QuickBooks Link Account Options|Link Account to QuickBooks Customer/Job/Vendor Record]] or [[QuickBooks Link Account Options|click here]].

===Accounts===
Your company has ongoing interactions with customers, vendors, business partners, friends, leads, and so on. In RangerMSP, each of these types of contacts is called an Account. You can manage your Account contact data and all other related data in the Accounts window.

In Accounts, related data is any information related to the Account that is presently being managed in RangerMSP, such as scheduled Appointments, open Tasks, Phone Call monitoring, Ticket/incident history, Assets (customer equipment and software licenses), Charges, linked Documents (MS-Word, emails, Excel etc.), Sales Opportunities and so on.

Account information is organized in separate information tabs that display different types of data.

To view all information related to an Account, open the Accounts window, locate the required Account, and browse through its data by clicking on the information tabs.

Accounts can be easily imported from QuickBooks, and changes can be synchronized between both systems.

For more details see [[QuickBooks Link Account Options|RangerMSP-QuickBooks Link Account Options.]]

===Items===
[[Items]] in RangerMSP are a catalog of all the services and products you offer. The Items list in RangerMSP acts as your price list.

Each Item has a unique Code, Name, Description and Pricing Setting.

There are three types of Items in RangerMSP:

'''Parts''' Items are hardware, software, or any other items you ship to your customer. These items have fixed prices.

'''Labor''' Items are services you provide to your customers, such as server installation, network installation, on-site technician visits, etc. Each Labor item can have a fixed price, a fixed hourly rate, or a dynamic hourly rate that varies depending upon the employee who performs the service.

'''Expense''' Items are used to charge expenses, such as travel and special deliveries. Expense Items can have a fixed price per unit or a fixed hourly rate.

For each new Charge record, an Item is selected and the relevant Item data is automatically copied to the new charge. This streamlines your data entry process. Also, the selected Item for a Charge in RangerMSP will be the Item that appears on the QuickBooks invoice line when the Charge is transferred to a QuickBooks invoice.

Items can be Active or Suspended. A suspended Item cannot be selected when adding new charges.

Items can be easily imported from QuickBooks, and changes can be synchronized between QuickBooks and RangerMSP.

For more details see [[QuickBooks Link Items Options]].

===Invoices===
With the '''RangerMSP-QuickBooks Link''' you can create invoices in QuickBooks based on charges entered in RangerMSP.

This feature allows you to manage all the aspects of your service in one program: '''RangerMSP'''. You can manage Tickets, enter Charges, etc. in RangerMSP, while all billing is managed in QuickBooks.

QuickBooks invoices can easily be created from RangerMSP at the customer level, the service contract level and the ticket level.

All invoices created from RangerMSP are based on Charge records added in RangerMSP. Each Charge record is either a labor charge for work performed, a parts charge describing a part that has been used, or an expense charge for expenses spent on behalf of the customer, i.e. for special deliveries.

It is recommended that you familiarize yourself with the following terms in RangerMSP:

'''[[Tickets]]''' – Every incident, problem, or job you handle for a customer is managed in RangerMSP using a Ticket record. Click here to learn more.

'''[[Contracts]]''' – Contract records are used to manage your service contracts and track their status. Click here to learn more.

'''[[Charges]]''' – Charge records are used to track all activities that will be charged to customers, such as labor, parts and expenses. Click here to learn more.

To learn all about creating invoices from RangerMSP, see [[QuickBooks Link Invoice Creation Options]].

====Batch Invoice Creation====
The Batch Invoice Creation Wizard allows you to create many invoices at once at the customer level, the service contract level or the ticket level. This can save you a large amount of time allowing you to invoice many tickets or customers at once.

To learn on how to activate the Batch Invoice Creation Wizard, see [[QuickBooks_Link_Invoice_Creation_Options#Batch_Invoice_Creation|Batch Invoice Creation]].

===Charges===
Tracking Charges is a key factor for running your service business well and improving its performance. Most employees, however, consider this to be a nuisance or a burden, which makes it difficult to maximize your full income potential.

Three types of Charges can be tracked in RangerMSP:

<blockquote>Labor Charges for services provided Expense Charges for expenses such as travel and delivery Parts Charges for parts or products used</blockquote>

Each Charge record includes a description and information regarding the Account being charged, the charged Item (see the section on Items above), quantity, price, and total amount. Each Charge record can also be linked to a Ticket (optional).

All Charges are entered under one of the Account’s active Contracts. Charges may automatically change the current state of the contract where relevant, i.e. a Charge will reduce the time remaining in a Block of Time contract, reduce the amount of money in a Block of Money contract, etc.

A Charge can be set as Billable or Not Billable. When a Charge is set as Billable it means that you intend to bill the customer for this charge. The default billing status for Charges is determined by the type of contract under which the Charge is being created. See [[QuickBooks Link Charges Options#Understanding the Billing Status of Charges|Understanding the Billing Status]] of Charges below. Not-billable charges can also be included in invoices, however, these charges will display a zero amount and will not affect the invoice total amount.

Once a charged has been included in an invoice, the Charge record is set as Billed, and you can view the QuickBooks invoice reference number in the charge window. This prevents a customer from being billed again for the same Charge.

Adding a Charge is easy and this can be done in RangerMSP’s Main menu, the Tickets window (recommended), the Charges main window, or the Account window. Charges can also be added from anywhere using a web browser and an Internet connection, for this you need [[Web Interface|RangerMSP Web Interface]].

Use Items to speed up the process of entering new Charges. When an Item is selected for a Charge, its description and price are automatically copied into the relevant fields in the Charge record.

Many types of Charge reports are available. These reports are used to bill customers and analyze business performance.

For more details see [[QuickBooks Link Charges Options]].

==QuickBooks Link Settings==
QuickBooks Link Settings can be defined from Tools > Options > QuickBooks tab.

[[File:options_quickbooks_tab.png]]
 
In this window the following settings are available:
* '''Accounting Package to be integrated with RangerMSP'''
** None – means you do not want to integrate with any system
** QuickBooks Desktop– choosing this option you should specify the QuickBooks Desktop edition you use:
*** Edition: US, UK or Canada. Note that users working with the QuickBooks Australia edition or with Reckon Accounts (formerly QuickBooks Australia) should select US in this field (the Australian edition provides the API to external system compatible with the US edition).
*** QBFC: this is the QuickBooks API package. By default the system uses the latest QBFC edition. For very old QuickBooks editions you may need to change the QBFC edition being used. See more details in [[QuickBooks_Link_Troubleshooting|QuickBooks Troubleshooting]].
** QuickBooks Online - select this option to connect to your QuickBooks Online company
* '''QuickBooks Company File''' (for QuickBooks Desktop) or '''QuickBooks Online Company''' (for QuickBooks Online) Once running the setup wizard (see below) and choosing the company file for QuickBooks Desktop or connecting to QuickBooks Onlince Company, the selected file/company name will appear here. This way you can see at all times which file/company is being used when syncing with QuickBooks.
* '''Invoice Charges''' These settings define which charges will be included in invoices by default. All Billable charges that haven't been billed yet and are related to the selected Account, Contract or Ticket record are included in the invoice by default. It is possible to include Not-billable charges in the invoice as well, if you wish to show the customer work performed which is not being billed (e.g. when it is covered by a service contract). When including not-billable charges in the invoice, they do not affect the invoice total amount. Not-billable charges can be added to the invoice on-the-fly from the Invoice Creation Wizard, or you can set the system to always include the not-billable charges in invoices. Possible options:
**'''Display and automatically select not-billable charges''' Selecting this option will always include all not-billable charges in invoices.
**'''Display not-billable charges; do not automatically select them''' Selecting this option will always show the not-billable charges in the Invoice Creation Wizard window, however, these charge will remain un-selected, unless you explicitly select to include them in the Invoice.
**'''Hide not-billable charges''' Selecting this option will never hide the not-billable charges. You can have them included manually while creating the Invoice in the Invoice Creation Wizard. See more details on setting options when running the Invoice Creation Wizard in [[QuickBooks_Link_Invoice_Creation_Options|Invoice Creation Options]]. 
* '''QuickBooks Desktop Options: To be Printed & To be Emailed''' Depending on your QuickBooks edition, Invoices in QuickBooks may include the following options: ‘To be printed’ and ‘To be emailed’. By default, when creating new invoices from RangerMSP, the values for these options are taken from the default settings in QuickBooks. Using the flags in this options window, you can define default values to be used when generating QuickBooks Invoices from within RangerMSP. 
** '''To be Printed''' –
*** By QuickBooks (default) – choosing this option will take the value for this flag from the settings defined in QuickBooks.
*** Yes – choosing Yes will always set the To be Printed as Yes for new invoices created from RangerMSP.
*** No - choosing No will always set the To be Printed as No for new invoices created from RangerMSP. Note that these values can be modified on-the-fly when creating the invoice using the Invoice Creation Wizard.
** '''To be Emailed''' -
*** By QuickBooks (default) – choosing this option will take the value for this flag from the settings defined in QuickBooks.
*** Yes – choosing Yes will always set the To be Printed as Yes for new invoices created from RangerMSP.
*** No - choosing No will always set the To be Printed as No for new invoices created from RangerMSP. Note that these values can be modified on-the-fly when creating the invoice using the Invoice Creation Wizard.

To view additional properties, scroll down as shown in the following screenshot:
[[File:Options_quickbooks_tab_advanced_settings.png‎]]
* '''Invoice Lines Content''' Here you can select which data you want to include in each invoice line. This will affect all invoices being created via the QuickBooks Invoice Creation Wizard. Data which can be added to Invoices:
** Date
** Date & Time
** Employee name
** Ticket Number
** Contract Code
** Item Code
** Item Name
** Insert blank lines between each invoice line
* '''Advanced Settings''' The Advanced Settings deal with default items created in QuickBooks for un-synced items. In cases when charged Items in RangerMSP were not synchronized with QuickBooks Item, the invoice cannot be created because can't link to an Item in QuickBooks. To make the invoicing process easier and smoother, RangerMSP-QuickBooks Link automatically creates default Items in QuickBooks for such cases. These items can be managed in this window. See more details in [[QuickBooks_Link_Invoice_Creation_Options#Using_Special_QuickBooks_Items_and_Accounts|Using Special QuickBooks Items and Accounts]].

==See Also==
*[[QuickBooks Link Account Options]]
*[[QuickBooks Link Items Options]]
*[[QuickBooks Link Invoice Creation Options]]
*[[QuickBooks Link Charges Options]]
*[[QuickBooks Link Advanced Topics]]
**[[QuickBooks Link Advanced Topics#Changing Path/Company File|Changing Path/Company File]]
**[[QuickBooks Link Advanced Topics#Starting a New Financial Year in QuickBooks|Starting a New Financial Year in QuickBooks]]
**[[QuickBooks Link Advanced Topics#Introduction to RangerMSP Service Tickets|Introduction to RangerMSP Service Tickets]]
**[[QuickBooks Link Advanced Topics#Introduction to Contracts|Introduction to Contracts]]
**[[QuickBooks Link Advanced Topics#Detailed Installation Instructions for RangerMSP-QuickBooks Link|Detailed Installation Instructions for RangerMSP-QuickBooks Link]]
*[[Billing]]
*[[QuickBooks FAQ]]
*[[QuickBooks_Link_Troubleshooting|RangerMSP QuickBooks Link Troubleshooting]]
*[[Switching_to_QuickBooks_Online_from_QuickBooks_Desktop|Switching to QuickBooks Online from QuickBooks Desktop]]

[[Category:Setup]]
[[Category:User Manuals]]
[[Category:Billing]]

Assets

2024-11-18T13:48:47Z

Dina: /* Introduction */

{{usermanualsnav}}
___TOC___

==Introduction==
RangerMSP's '''Asset Management''' feature lets you easily track and manage customer equipment, PC inventory and software licenses/subscriptions.

Asset management in RangerMSP is designed to help IT managers and service providers to quickly and efficiently get to the root of problems with the help of the Asset service [[history]] feature, and the Asset management overview of customer hardware and software inventory.

Each Asset can be linked to a specific customer, and it represents their equipment (hardware) or software.

For each Asset type, you can manage slightly different information which is relevant to the Asset type, and track the relevant activity.

==Asset Fields==
Hardware Assets can be used to track Servers, Desktops, Laptops, Printers, Routers, Etc.
For every Hardware Asset item you can manage details which are specific to that Asset, such as Code and Serial Numbers, Warranty expiration date, Vendor and Manufacturer information, license keys and codes, and more.

Software Assets can be used to track Customer Software Assets such as: Windows® Server and Desktop Licenses, Anti-Virus software licenses and subscription information, Microsoft® Office® licenses, Accounting package licenses (i.e. QuickBooks), etc.

See the Asset details window below:

[[File:assets_details_window1.png|center|link=]]

'''Asset Details Window'''

The following are the fields that are available for every Asset :

===Field List===

{| class="wikitable"
|-
! Field
! Description
|-
| Asset Name
(mandatory)
| Every Asset is given its own name so you will be able to easily identify it when viewing the Assets list. For example, when you wish to link an Asset to a new Ticket, you can click the Asset selection list, and only Assets which are relevant to that customer will be displayed. Using the Asset Name you can easily find the Asset in the list. Note that you can have multiple Assets with the same name.
|-
| Asset Code
| The Asset code field is optional. If you choose to use it, it must have a unique identifier that is not used for any other Asset. For example, you may have several Assets with the same name (e.g. "HP Workstation Z50"), but each Asset should have its own unique identifier (e.g. "HP-Z50-001", "HP-Z50-002", etc.). Note that you can also use the Asset code for scanning-in barcodes (see [[Barcodes and Assets]]).
|-
| Serial No.
| This field is located in the Asset's Details tab. Use this field to store serial numbers. You can also use the barcode scanner to scan a barcode number into the Serial Number fields (see [[Barcodes and Assets]]).
|-
| Warranty / License expiration dates
| You can set the expiration dates for Warranties (for Hardware) or Licenses (for Software) in the "Wrnty./Lic. Exp." field and use it to track expiration dates. When the due date is reached, this date turns red to indicate that this Asset's warranty or license is overdue. You can also filter results by expiration date to see which Assets are about to expire so that you can notify users of warranties or licenses which should be renewed. For more details see [[Asset Warranties]].
|-
| Purchase information
| For each Asset you can store purchase information, such as purchase date, delivery date, price, PO, and Invoice #.
|-
| Purchased From Us
| You can also store whether the Asset was purchased from you using the Purchased From Us flag in the Details tab. Note that when converting a won Sales Opportunity into an Asset, this flag will be automatically be set to true.
|-
| Vendor and Manufacturer information (tab)
| Use this section to store Vendor and Manufacturer information and terms, such as the vendor serial number, manufacturer serial number, vendor PO and Invoice #, vendor warranty expiration and more.
|-
| License Keys and Codes (tab)
| Store licenses and keys in this section to easily access equipment. You can also store special notes and instructions, such as "Need to login as admin in order to modify..."
|}

== Adding New Assets ==
New Assets can be added from the Account window, Ticket window, or Asset window. You can also import Assets from Excel® files, CSV files, or other tabular formats into RangerMSP. You can read more about importing Assets in [[Assets#Importing Assets|Importing Assets]].

It is also possible to create a Sub-Asset, which is a regular Asset that is linked to a Parent Asset. Sub Assets can be added from the Sub-Assets tab of the Parent Asset. See [[Assets#Creating New Sub Assets|Creating New Sub Assets]].

To add a new Asset from the application:
# Click the New button in the Asset Window or Assets tab. The New Asset Window opens: [[File:assets_new.gif|center]]
#In this Window, you can set the following fields:
##Asset Name (mandatory)
##Asset Code
##Quantity
##Type
##Location
##Description.
#You can also link the Asset to the Account who is the customer that owns the Asset.
#In this Window you can add [[Asset_Configuration_Note|Asset Configurations]]: [[File:New_asset_configuration.png|center]]

'''Notes:'''
#For quick creation of Assets for specific Accounts, you can also add the Asset directly from the Account window.
#New Assets can be created from a Charge by right clicking the Charge and selecting the New Asset from Charge’ option.
#New Assets can be created based on Devices managed by your RMM system, [[MSP_Integration_Setup|click here]] to learn more about RangerMSP’s integration with RMM systems.

==Sub-Assets==
Sub-Assets in RangerMSP allow you to link between assets, which sets a main parent Asset and Sub-Assets under it. This feature makes it possible to see all parts and software assets that belong to a main Asset.

For example, you can create a main Asset that is a server and hold its hard-drives, antivirus licenses, and other parts as Sub-Assets.

Sub-Assets are regular Assets, with the same fields and data like a main Asset. In addition, they have a “Parent Asset” tab that holds the link to the main Asset.

'''Sub Assets Features:'''

* Each Sub-Asset can be linked to only one Parent Asset.
* Each Parent Asset can hold unlimited number of linked Sub-Assets.
* Sub-Assets may inherit the Account from its Parent Asset.
* It is possible to remove the link between Sub Assets and their parents when needed.
 
===Creating New Sub Assets===
Sub-Assets are regular Assets, that are linked to a Parent Asset.

Each Asset has a ‘Sub-Assets’ tab, from which you can create new Sub-Assets or link to existing Assets. Any Asset can be a Parent Asset as long as it is not being a Sub-Asset.

An Asset that has been linked as a Sub-Asset, holds a ‘Parent Asset’ tab, that shows the linked Parent Asset. From this tab you can also unlink the Assets.

Once a new Asset is created, it is automatically assumed to be a Parent Asset, that may hold Sub-Assets and therefore the Sub-Assets tab is displayed. From this tab you can create new Sub Assets or link to existing ones.

'''To create a Sub-Asset:'''
# Open the details Window of the Asset you services as the Parent Asset.
# Go to Sub-Assets tab:
## Click New to create a new Asset that will be the Sub Asset.
## Enter the details of the Asset.
## Note that the Account is automatically taken from the Parent Asset. The Account cannot be changed because both Assets must belong to the same Account in order to be linked.
# Or, click Link Asset to link an existing Asset as a Sub-Asset
## An Asset selection Window opens.
## Select the Asset from the list.
 
===Unlinking Sub Assets===
Unlinking a Sub-Asset from its Parent can be done from:
# From the Sub-Asset Window:
## Go to the Parent Asset tab.
## Click Unlink.
# From the Parent Asset Window:
## Go to Sub-Assets tab.
## Right-click the Sub-Asset you want to unlink and choose Unlink.
# Or, select the Sub-Asset you want to unlink and click the Unlink button at the bottom part of the tab.

===Parent Assets===
All new Assets are automatically assumed to be Parent Assets, however, they are not linked to any Sub Assets. Adding Sub-Assets is optional.

You can add Sub-Assets from the Sub-Assets tab, or from the Sub-Assets area in the Preview Window. Once adding Sub-Assets, the Asset becomes a Parent Asset. Note that only assets belonging to the same Account can be linked together.

==Linking Assets to Tickets==
Each Asset can be linked to an Account as well as to a specific Ticket. Linking an Asset to a Ticket helps you track the Asset's service history (see [[Assets#Tracking_an_Asset.27s_Service_History|Tracking an Asset's]]).

When creating a new Ticket, you can select the relevant Asset which should be linked to this Ticket by clicking the drop-down menu and selecting the relevant Asset. If you want to add a new Asset to the Ticket, you can do so from within the New Ticket window by clicking the "+" button and adding the new Asset on-the-fly. This new Asset will be automatically linked to the Ticket and to the Account.

[[File:Asset_selection_new_asset_in_new_ticket.png|center]]

== Searching for Assets ==
You can search for Assets by information stored in the various fields of the Asset.

[[File:assets_search_toolbar.png|center]]

The most common searches for Assets are based on Asset Name, Asset Code, Asset Description or the Asset's Serial Numbers. To find an Asset based on information stored in one of these fields, click on the drop-down menu next to Find to select the field where the requested information is stored:

[[File:asset_search_fields.png|center]]

== Tracking an Asset's Service History ==
When an Asset is reported to have a problem, you can open a Ticket and Link it to the Asset so you will have a history record of all service Tickets opened for this Asset. This helps you track recurring problems for the Asset, etc. Before fixing an Asset, you can easily view the Asset's service history to help you decide how to handle the problem.

You can view an Asset's entire Service History in the Asset window under the Preview or History tab, together with any other activities performed for the Asset. Tickets can also be viewed in the dedicated Tickets tab.

[[File:assets_service_tickets.png|center]]

== Importing Assets ==
You can import Assets from Excel® files, CSV files, or other table formats into RangerMSP. When importing an Assets file, you should select the Asset type (Hardware, Software or Other), and optionally link all the imported Assets to a specific Account. If no Account is selected, the newly created Assets will not be linked to any Account, and you will be able to link them at a later stage.

To import Assets, on the Main menu select '''Tools > Import and Export > Import Assets:'''
#Select the file format.
#Select the type of Assets you want to import:''' Hardware, Software, or Other.'''
#Select whether to link all imported Assets to a selected Account or import them without assigning an Account to the newly created Assets.
#Map the imported data with the equivalent RangerMSP fields.
#Make sure you have all the mandatory fields in your input file. Specifically, make sure to map the Asset name as this is a mandatory field (see [[Assets#Field List|Field List]]).

You can also import Assets from the Assets tab in the Accounts window by right-clicking and selecting '''Import Assets...''' In this case all the imported Assets will be linked to the current Account).

== Transferring Assets between customers ==
To transfer an Asset to another Account:
# Open the Asset window.
# Go to General tab.
# Choose the Account.

Notes:
* Once an Asset is linked to an Account, and service Tickets are opened for it, it cannot be transferred to another Account.
* Parent Assets that have Sub-Assets with service Tickets cannot be transferred to a different Account as well, because Sub-Assets must be linked to the same Account (see Transferring a Parent Assets).
* If you wish to transfer the Asset (the equipment or software license) to a different customer/Account, you should copy the Asset (right-click the Asset and select Copy...), and select the new customer for the Asset.
 
You can keep a link to the old Asset in the newly created Asset so you will be able to track its history later on. This can be done by adding a note which indicates that this is a new Asset, and that lists the old Asset's name/code.

===Transferring a Parent Asset to a Different Account===
When changing the Account of a Parent Asset (i.e. an Asset holding Sub-Assets), this affects also its Sub-Assets, and updates their Account as well.

To transfer a Parent Asset to a different Account:
# Open the Parent Asset Window.
# Go to General Tab.
# Choose the new Account. The following Window opens:
# Click OK to apply the change.
 

== Customizing Assets ==
Each Asset includes many fields which help you store information for tracking the current status of equipment, as well as an Asset's service history so you can have a complete overview of an Asset's history next time you need to handle it.

In addition, you can also customize the Asset to contain any additional information using the following:
# '''Predefined user-defined fields''' (see Field1, Field2, etc. in the Details tab). Each customized field can be renamed (right-click the field name and select Field Settings), and you can set a list of values that will be available for this field in the drop-down menu (select the Edit List option). You can read more about customizing RangerMSP in the Setup Guide, under the [[Customization]] section.
# '''Add new user-defined fields'''. You can add new tabs and fields to reflect the information you want to keep for each Asset. See [[Customization]].
# '''Asset Configuration Note'''. An easy way to define a customized data entry for an Asset. See [[Assets#Asset_Configuration_Note|Asset Configuration Note]] below.

==Asset Configuration Note==
The Asset Configuration Note provides an easy way to define a customized data entry for an Asset. The Configuration Note is a structured field, which provides an easy way to enter data which is displayed as separate fields and gives a convenient view of the details.

The purpose of the Configuration Note is to keep Asset configuration details, depending on the Asset type. You can define various templates which hold different data according to the Asset type, and use the templates to conveniently enter the configuration details.

Each Asset can hold multiple notes, allowing you to enter various types of data for the Asset.

See more details and usage instructions in [[Asset Configuration Note]].

== Web Access ==
In addition to managing Assets using the RangerMSP client software, the RangerMSP Web Interface allows technicians to access all Asset details from anywhere using a web browser. Technicians at customer sites can easily view Asset details together with all the previous activity and service Tickets related to a selected Asset. They can also add new Assets, update Asset details or add new Tickets for existing Assets.

In addition, customers with web access can optionally have access to their Assets online. (Note that you can select not to show Assets to customers.)

[[File:web_assets_list.png|center]]

For each Asset, you can view the full Asset details, and edit it to modify Asset details.

[[File:web_assets_details.png|center]]

You can also open new Tickets for an Asset while on-site, directly from the Asset details window:

[[File:web_assets_details_create_new.png|center]]

== Labels ==

Assets can have default [[Labels]] defined so that all Tickets created under a specific Asset will have the default labels applied automatically. See full details on default Labels [[Labels#Default_Labels|here]].

 

==See Also==
*[[Preventive Maintenance]]
*[[Asset Configuration Note]]
*[[Asset Warranties]]
*[[Return Material Authorization (RMA)]]
*[[Barcodes and Assets]]
*[[Assets FAQ]]
*[[To-do Lists]]
[[Category:User Manuals]]
[[Category:Service Management]]

Import and Export FAQ

2024-06-02T07:50:39Z

Dina: /* Can I import my customers into RangerMSP? */

{{faq}}

===Getting Started===
*[[Import and Export FAQ#Can I import my customers into RangerMSP?|Can I import my customers into RangerMSP?]]
*[[Import and Export FAQ#Can I import tickets from my old system into RangerMSP?|Can I import tickets from my old system into RangerMSP?]]
*[[Import and Export FAQ#Can I import my item list into RangerMSP?|Can I import my item list into RangerMSP?]]
*[[Import and Export FAQ#Can I import assets into RangerMSP?|Can I import assets into RangerMSP?]]
*[[Import and Export FAQ#Can I export data from RangerMSP?|Can I export data from RangerMSP?]]

===Advanced Use===
*[[Import and Export FAQ#Can I export only selected fields from RangerMSP (Advanced Data Export)?|Can I export only selected fields from RangerMSP (Advanced Data Export)?]]
*[[Import and Export FAQ#What is the difference between syncing with Outlook and importing from Outlook?|What is the difference between syncing with Outlook and importing from Outlook?]]
*[[Import and Export FAQ#Can I batch delete all Account records I imported by mistake?|Can I batch delete all Account records I imported by mistake?]]

 
*[[Import and Export FAQ#See Also|See Also]]
----

===Can I import my customers into RangerMSP?===
You can import Accounts into RangerMSP together with phone numbers, addresses etc. To do so, go to the Accounts windows > Import & Export> Import Accounts, and select the type of file to be imported (MS Excel, Text, MS Outlook, MS Outlook Express, Database, Paradox). Your accounts will now be imported.

Note: You can also import customers/vendors from QuickBooks using the QuickBooks menu in the Account window > Import new Records/Update Linked Records from QuickBooks.
 
*For more information regarding Account Imports, [[Import_Accounts|please click here]]

===Can I import tickets from my old system into RangerMSP?===
Yes. You can import tickets from various sources into RangerMSP.

To import, go to the Tickets window > Import & Export> Import Tickets.
*For more information regarding Tickets Import, [[Import_Tickets|please click here]]

===Can I import my item list into RangerMSP?===
You can import items (product/parts, labor items and expense items) into RangerMSP.
To do so, go to the Item window > Import & Export> Import Items.

Note: You can also import an item list from QuickBooks using the QuickBooks menu in the Items window > Import new Records/Update Linked Records from QuickBooks.
 
*For more information regarding Item Imports, [[Import_Items|please click here]]

===Can I import assets into RangerMSP?===
Yes. You can import assets from various sources into RangerMSP.

When importing, you should select the type of assets you want to import: Hardware, Software or Other. You can also select whether to link all imported assets to a selected account or import them without assigning an account to them.

To import, go to the Assets window > Import & Export> Import Assets.

You can also import assets from the Assets tab in the Accounts window by right-clicking and selecting Import Assets... In this case all the imported assets will be linked to the selected Account.

===Can I export data from RangerMSP?===
You can export data displayed in RangerMSP's tables/grids to Word®, Excel®, HTML, and more by clicking on the ‘Export’ button on the toolbar, or by right-clicking above the table/grid, selecting Table Options > Export Table Data and then selecting the desired format.

You can also use the '''Advanced Data Export Wizard''' in order to export selected fields from RangerMSP to Word®, Excel®, HTML, and more. This way you can control the exact data that is exported and the order of the fields in the output file.

The Advanced Data Export Wizard can be activated from the Tools > Import & Export > Export... option or from the relevant Window (Accounts, Tickets, etc.) by clicking on '''Account > Import & Exports > Advanced Data Export'''.

The '''Data Export Wizard''' window opens and you can now select to perform the following actions:
*choose which fields to export and in what order should they be exported to the file
*define a filter on the data to be exported, including advanced filtering options
*define sort criteria for the output

Select the output format and the output file name to save to.

===Can I export only selected fields from RangerMSP (Advanced Data Export)?===
You can use the '''Advanced Data Export Wizard''' in order to export selected fields from RangerMSP to Word®, Excel®, HTML, and more. This way you can control the exact data that is exported and the order of the fields in the output file.

The Advanced Data Export Wizard can be activated from the Tools > Import & Export > Export... option or from the relevant Window (Accounts, Tickets, etc.) by clicking on '''Account > Import & Exports > Advanced Data Export'''.

The Data Export Wizard window opens and you can now select to perform the following actions:
*choose which fields to export and in what order should they be exported to the file
*define a filter on the data to be exported, including advanced filtering options
*define sort criteria for the output

Select the output format and the output file name to save to.

===What is the difference between syncing with Outlook and importing from Outlook?===
RangerMSP allows you to import your Outlook contacts into RangerMSP. When importing, every Outlook contact creates a RangerMSP Account record. Importing records is a one-way data transfer process from Outlook into RangerMSP.

The [[Outlook Sync|Outlook Sync]] module supports two-way data synchronization. Additions and changes performed in one program are transferred to the other.

Another difference between importing and synchronizing Outlook and RangerMSP data is that with the import feature, you can only import Outlook Contacts. The synchronization module allows information from Contacts, Appointments and Tasks to be transferred.

===Can I batch delete all Account records I imported by mistake?===
Yes. In the Accounts window go to the Accounts menu > Import & Export > Delete Imported Records. From the list of imported batches, select the imported batch you want to delete and click on the ‘Delete Imported Records’ button. All the records with the selected batch will be deleted, except records that have been linked to similar records, like: tickets, appointments, documents, etc.

'''Note though that since syncing is a much more complex two way process, unlike a standard import, there is currently no batch delete option available for data imported via an Outlook or Quickbooks sync.'''

==See Also==
*[[Import and Export]]

[[Category:FAQ]]
[[Category:Import and Export]]
__NOTOC__

Import and Export FAQ

2024-06-02T07:44:28Z

Dina: /* Can I import my customers into RangerMSP? */

{{faq}}

===Getting Started===
*[[Import and Export FAQ#Can I import my customers into RangerMSP?|Can I import my customers into RangerMSP?]]
*[[Import and Export FAQ#Can I import tickets from my old system into RangerMSP?|Can I import tickets from my old system into RangerMSP?]]
*[[Import and Export FAQ#Can I import my item list into RangerMSP?|Can I import my item list into RangerMSP?]]
*[[Import and Export FAQ#Can I import assets into RangerMSP?|Can I import assets into RangerMSP?]]
*[[Import and Export FAQ#Can I export data from RangerMSP?|Can I export data from RangerMSP?]]

===Advanced Use===
*[[Import and Export FAQ#Can I export only selected fields from RangerMSP (Advanced Data Export)?|Can I export only selected fields from RangerMSP (Advanced Data Export)?]]
*[[Import and Export FAQ#What is the difference between syncing with Outlook and importing from Outlook?|What is the difference between syncing with Outlook and importing from Outlook?]]
*[[Import and Export FAQ#Can I batch delete all Account records I imported by mistake?|Can I batch delete all Account records I imported by mistake?]]

 
*[[Import and Export FAQ#See Also|See Also]]
----

===Can I import my customers into RangerMSP?===
You can import Accounts into RangerMSP together with phone numbers, addresses etc. To do so, go to the Accounts windows > Import & Export> Import Accounts, and select the type of file to be imported (MS Excel, Text, MS Outlook, MS Outlook Express, Database, Paradox). Your accounts will now be imported.

Note: You can also import customers/vendors from QuickBooks using the QuickBooks menu in the Account window > Import new Records/Update Linked Records from QuickBooks.
 
*For more information regarding Account Imports, [[Import_Accounts|please click here]]

[[File:delete_me_test2.png]]

===Can I import tickets from my old system into RangerMSP?===
Yes. You can import tickets from various sources into RangerMSP.

To import, go to the Tickets window > Import & Export> Import Tickets.
*For more information regarding Tickets Import, [[Import_Tickets|please click here]]

===Can I import my item list into RangerMSP?===
You can import items (product/parts, labor items and expense items) into RangerMSP.
To do so, go to the Item window > Import & Export> Import Items.

Note: You can also import an item list from QuickBooks using the QuickBooks menu in the Items window > Import new Records/Update Linked Records from QuickBooks.
 
*For more information regarding Item Imports, [[Import_Items|please click here]]

===Can I import assets into RangerMSP?===
Yes. You can import assets from various sources into RangerMSP.

When importing, you should select the type of assets you want to import: Hardware, Software or Other. You can also select whether to link all imported assets to a selected account or import them without assigning an account to them.

To import, go to the Assets window > Import & Export> Import Assets.

You can also import assets from the Assets tab in the Accounts window by right-clicking and selecting Import Assets... In this case all the imported assets will be linked to the selected Account.

===Can I export data from RangerMSP?===
You can export data displayed in RangerMSP's tables/grids to Word®, Excel®, HTML, and more by clicking on the ‘Export’ button on the toolbar, or by right-clicking above the table/grid, selecting Table Options > Export Table Data and then selecting the desired format.

You can also use the '''Advanced Data Export Wizard''' in order to export selected fields from RangerMSP to Word®, Excel®, HTML, and more. This way you can control the exact data that is exported and the order of the fields in the output file.

The Advanced Data Export Wizard can be activated from the Tools > Import & Export > Export... option or from the relevant Window (Accounts, Tickets, etc.) by clicking on '''Account > Import & Exports > Advanced Data Export'''.

The '''Data Export Wizard''' window opens and you can now select to perform the following actions:
*choose which fields to export and in what order should they be exported to the file
*define a filter on the data to be exported, including advanced filtering options
*define sort criteria for the output

Select the output format and the output file name to save to.

===Can I export only selected fields from RangerMSP (Advanced Data Export)?===
You can use the '''Advanced Data Export Wizard''' in order to export selected fields from RangerMSP to Word®, Excel®, HTML, and more. This way you can control the exact data that is exported and the order of the fields in the output file.

The Advanced Data Export Wizard can be activated from the Tools > Import & Export > Export... option or from the relevant Window (Accounts, Tickets, etc.) by clicking on '''Account > Import & Exports > Advanced Data Export'''.

The Data Export Wizard window opens and you can now select to perform the following actions:
*choose which fields to export and in what order should they be exported to the file
*define a filter on the data to be exported, including advanced filtering options
*define sort criteria for the output

Select the output format and the output file name to save to.

===What is the difference between syncing with Outlook and importing from Outlook?===
RangerMSP allows you to import your Outlook contacts into RangerMSP. When importing, every Outlook contact creates a RangerMSP Account record. Importing records is a one-way data transfer process from Outlook into RangerMSP.

The [[Outlook Sync|Outlook Sync]] module supports two-way data synchronization. Additions and changes performed in one program are transferred to the other.

Another difference between importing and synchronizing Outlook and RangerMSP data is that with the import feature, you can only import Outlook Contacts. The synchronization module allows information from Contacts, Appointments and Tasks to be transferred.

===Can I batch delete all Account records I imported by mistake?===
Yes. In the Accounts window go to the Accounts menu > Import & Export > Delete Imported Records. From the list of imported batches, select the imported batch you want to delete and click on the ‘Delete Imported Records’ button. All the records with the selected batch will be deleted, except records that have been linked to similar records, like: tickets, appointments, documents, etc.

'''Note though that since syncing is a much more complex two way process, unlike a standard import, there is currently no batch delete option available for data imported via an Outlook or Quickbooks sync.'''

==See Also==
*[[Import and Export]]

[[Category:FAQ]]
[[Category:Import and Export]]
__NOTOC__

KB: Outlook Sync Utility

2023-09-26T12:15:46Z

Dina:

(Requires RangerMSP 12 and up)

This syncing program allows to sync RangerMSP with Outlook for all employees without having to run RangerMSP client.

To use this program run the following file from the server/networked-PCs:<blockquote><tt><server>\RangerMSP\Utils\CRMSyncOutlookForAll.exe</tt></blockquote>

Features:
*Syncs for all employees that allow others to sync for them, see [[Outlook_Sync#Syncing_Other_Users_Data|Syncing Other Users Data]]
*The sync runs repeatedly and syncs Outlook/Exchange folders automatically.

*Automatically skips employee Outlook/Exchange folders it cannot access, through Outlook, and moves on syncing the next folder it has access to.

*The program can be included in the log-in script so it starts syncing automatically the moment you log into any PC or the server.

*The program is designed to run concurrently from any number of PCs on your network as well as your server.

*All syncs can run simultaneously without conflicting with one another.

*An audit log of the syncing activity is displayed in the program window.

'''Backup''': When a RangerMSP backup runs the program stops syncing automatically during the backup and then start syncing again after the backup is complete.

'''Permissions''': The sync program uses a locally installed copy of Outlook and can sync Outlook/Exchange folders the Outlook program (and the Windows logged in user) has full access to.

[[Category:KB|Outlook Sync]]

KB: Changing Documents Folder Path

2023-05-22T10:10:18Z

Dina:

=Introduction=
RangerMSP documents are saved in the database including the full path to the file location. When the path to the Documents folder changes (for example when [[Transferring_the_Software_Installation_from_One_Server_to_Another|transferring your Installation from one server to another]]), you may also need to update the RangerMSP Documents Folder as well.

Since the document path is saved in the database, there is a need to actually update the path in the document records.

__TOC__

=How to change the database paths=
Updating the documents path to a new location consist of four steps:
* Update the paths in your database to the new location
* Update the Global Default Document Folder settings.
* Update the Global Default Documents Folders
* Update the Knowledge Base Articles Folder

==Step 1 - Backup Your Database==
'''IMPORTANT''': Please backup the RangerMSP folder and sub-folders. [[Backup_and_Restore_FAQ|Click here]] for more details on backing up your system.

==Step 2 - Update the path for existing docs==
In order to change the path in the database for existing documents, you should use a utility.
This utility finds documents that contain the old location and replaces it with the new location.

*If you are using '''version 25 or above''' - [http://{{SERVERNAME}}/downloads/CRMChangeDocsPath.exe Click here to download] a utility that will help you modify the path.

*If you are using '''version 18 to 24''' - [http://{{SERVERNAME}}/downloads/crm-change-all-docs-path-v18.exe Click here to download] a utility that will help you modify the path.

*If you are using '''version 16 to 17''' - [http://{{SERVERNAME}}/downloads/crm-change-all-docs-path-v16.exe Click here to download] a utility that will help you modify the path.

* If you are using '''version 8 to 15''' - [http://{{SERVERNAME}}/downloads/crm-change-all-docs-path-v8-to-v15.exe Click here to download] a utility that will help you modify the path.

* If you are using '''version 5.3 to 7.0''' - [http://{{SERVERNAME}}/downloads/crm-change-all-docs-path-53.exe Click here to download] a utility that will help you modify the path.

* If you are using '''version 5.0, 5.1 or 5.2''' - [http://{{SERVERNAME}}/downloads/crm-change-all-docs-path-50.exe Click here to download] a utility that will help you modify the path.

* If you are using a version prior to 5.0, please contact us again for a different link to the program.

* Save the utility in folder:
'''<server>\RangerMSP\Utils'''

To run the utility:
# Run the downloaded program.
# Set the original/old path.
# Set the new path of the new server. '''NOTE''': The path should point to the root folder where the documents are stored, e.g. '''\\<server>\x\y\z\docs\'''
# Make SURE you end each path you set with a backslash ( '''\''' )
# Click Replace
# Done.
# Run RangerMSP and make sure the path was updated successfully.

 

==Step 3 – Update the Global Default Documents Folders==
The Default Documents Folder determines the folder that will for new Accounts that will be created from now on.

To update this location to the new one, go to '''Tools menu > Options > Documents tab > Default Documents Folder''' and update the folder location.

==Step 4 - Update the Knowledge Base Articles Folder==
If you keep documents for your Knowledge Base Articles, perform also the following steps:

# Set the default folder for Knowledge Base Articles from: '''Tools > Options > Knowledge Base tab > Default Folder for Articles' Document Files'''. This will make sure new Knowledge Base articles will be created in the correct location from now on.

To update existing documents:
# Backup your database again, before proceeding to the next step.
# Then, use the same utility again to update the KB Articles path:
## Run the downloaded program
## Set the original/old path for the KB Articles
## Set the new path in the new server '''NOTE''': The path should point to the root folder where the KB documents are stored e.g. '''\\<server>\x\y\z\Docs\Knowledge Base\'''
## Make SURE you end each path you set with a backslash ( '''\''' )
## Click Replace
## Done.
# Run RangerMSP and make sure the path for KB Article documents was updated successfully.

=See Also=
[[Transferring_the_Software_Installation_from_One_Server_to_Another|Transferring your Installation from one server to another]]

[[Category:KB|Docs]]

Email Connector Troubleshooting

2023-02-03T12:45:34Z

Dina:

{{Troubleshooting}}
*[[Email Connector Troubleshooting#Checking Email Connector Configuration|Checking Email Connector Configuration]]
*[[Email Connector Troubleshooting#Emails aren't being pulled from the Incoming Email mailbox (Incoming Emails Troubleshooting)|Emails aren't being pulled from the Incoming Email mailbox (Incoming Emails Troubleshooting)]]
*[[Email Connector Troubleshooting#Receiving Error: 501 5.5.4 Invalid domain name when using Exchange Server|Receiving Error: 501 5.5.4 Invalid domain name when using Exchange Server]]
*[[Email Connector Troubleshooting#Responses and forwarding of unrecognized emails doesn't work (Outgoing Emails Troubleshooting)|Responses and forwarding of unrecognized emails doesn't work (Outgoing Emails Troubleshooting)]]
*[[Email Connector Troubleshooting#Customer replies aren't being filed under the ticket (Email threading troubleshooting)|Customer replies aren't being filed under the ticket (Email threading troubleshooting)]]
*[[Email Connector Troubleshooting#I BCC/CC the Email Connector, but email is not filed in the ticket, just forwarded to the internal support email address|I BCC/CC the Email Connector, but email is not filed in the ticket, just forwarded to the internal support email address]]
*[[Email Connector Troubleshooting#The changes I am making to my settings using the setup program aren't taking effect|The changes I am making to my settings using the setup program aren't taking effect]]
*[[Email Connector Troubleshooting#New Tickets are being created when clients reply to the Email Connector Response|New Tickets are being created when clients reply to the Email Connector Response]]
*[[Email Connector Troubleshooting#Attached emails only open in Outlook Express|Attached emails only open in Outlook Express]]
*[[Email Connector Troubleshooting#I can't see email attachments on emails that are opened in Outlook Express|I can't see email attachments on emails that are opened in Outlook Express]]
*[[Email Connector Troubleshooting#HTML format Emails not being processed correctly (Exchange)|HTML format Emails not being processed correctly (Exchange)]]
*[[Email Connector Troubleshooting#HTML format Emails not being processed correctly (Office 365)|HTML format Emails not being processed correctly (Office 365)]]
*[[Email Connector Troubleshooting#Receiving Error: WinSock error 10004 Interrupted system call when using Exchange Server|Receiving Error: WinSock error 10004 Interrupted system call when using Exchange Server]]
*[[Email Connector Troubleshooting#Email Connector stops sending emails, restarting the service required frequently|Email Connector stops sending emails, restarting the service required frequently]]

====='''Checking Email Connector Configuration'''=====

New in version 7 is a utility to check that your Email Connector is configured correctly. If you've followed the instructions to [[Email_Connector|setup]] the Email Connector but still it doesn't work correctly then this utility will scan for a range of problems and suggest how to resolve any that may be found.

 To run it go to '''Settings > RangerMSP Email Connector > Configuration Check''' and click the Run button.

[[File:Email-connector-checks.png]]

 

====='''Emails aren't being pulled from the Incoming Email mailbox (Incoming Emails Troubleshooting)'''=====

'''Solution:'''
#Make sure the email address you defined as the incoming mailbox is not being used anywhere else in the settings. For example, it should not be used for the backup or error mailboxes, or the "response reply-to" address.
#Make sure you have allowed the 'CRM Server Service' in your Windows' Server DEP settings. DEP can be found under Windows: System Properties -> Advanced -> Performance - Settings -> tab DATA EXECUTION PREVENTION. In case you needed to add/update you DEP settings, make sure you restart 'CRM Server Service' after modifying your DEP settings.
#While working on the same server where RangerMSP Server is installed, try sending an email using a standard email client (like Outlook® Express) – use the same Hostname (or IP), Port, User Name and Password as you've set for the RangerMSP Server and make sure the email gets sent. (This test is completely disconnected from RangerMSP, but enables you to check whether the email address is working at all.)

 

====='''Receiving Error: 501 5.5.4 Invalid domain name when using Exchange Server'''=====
'''Solution (Contributed by Justin Swall): ''' 
You need to add a new receive connector in Exchange in order for the RangerMSP Email Connector to work correctly. Also you DO NOT want to authenticate to the SMTP server - no username and password needed.

Instructions can be found here:

http://blogs.technet.com/b/exchange/archive/2006/12/28/3397620.aspx

Do Option 1: Make your new scoped connector an Externally Secured connector

 
====='''Responses and forwarding of unrecognized emails doesn't work (Outgoing Emails Troubleshooting)'''=====

'''Solution: '''Problems with the Outgoing emails can be a result of various issues:
Pending Outgoing emails with wrong settings:
In order to send the automatic email response, the system uses the Outgoing Emails engine.
In some cases, while testing the Outgoing settings, old settings already created wrong emails which are "stuck" in the outgoing queue and prevent the system from going on to the new emails. In this case, you should first cleanup the outgoing queue.
*Stop 'CRM Server Service'
*Run <server>\RangerMSP\Server\ServerConfig and make sure all settings are correct. Check that the "From Email Address" is correct. Save any changes you make.
*To delete old pending emails, delete all the files in the following folder: <server>\RangerMSP\Server\QSysEDOutbox\
*Restart 'CRM Server Service' and verify email alerts are being sent

'''Possible causes:'''

#Authentication: Make sure you are using an authenticated method to access the mail server - you should define the username and password in order to access your Exchange server. Use the ConfigServer utility to set it up and try the test again. Make sure to restart the service after changing the parameters. This will make sure you are using a authenticated user.
#Mail server does not support relay: Make sure to allow relay on your mail server. For example, when an email which is not being processed by the Email Connector is detected, it only tries to forward it to the internal email address as-is. When the security settings prevent relay on the server, this may fail for this reason.
#Wrong SMTP settings: Email delivery should be set up to use port "smtp". However, sometimes when the default port on the outbound server is configured as SMTP this does not work. Try changing it to 25 on the server configuration, restart the service and see if this helps.
#Mailbox Account Rights in the server: Make sure the account you use for sending has "Send As" rights for the email address you specify in the "From address".
#Using domain in the user name: When defining the user name in the Outgoing email settings, some servers require using the domain in the user name (e.g. "domain\user") and some don't. Try removing or adding the domain name from the user name and restart the service between tests. Note that although the manual test via the ServerConfig may work in both ways, the service itself works in a different way, and may require different username settings.
#Hosting Customer Web Sites: When you host customer Web Sites on your premises, but they host their own email elsewhere, the DNS settings may confuse the mail server when it is set to receive email locally for theses domains. Make sure to set up the mail server to send emails to these domains externally.

====='''My replies aren't being distributed to External Recipients (Email threading troubleshooting)'''=====

'''Solution:''' Make sure you have '''your own''' email address defined in your '''Employee record'''. The system must be able to recognize this email is coming from an active employee, and you must define your own address in your employee details.
 

====='''Customer replies aren't being filed under the ticket (Email threading troubleshooting)'''=====

'''Solution:''' Only emails which contain the ticket number in the email subject will be filed under the ticket and distributed to the Ticket recipients. Make sure the customer replies to the automatic email response sent when the new ticket was created, which already contains the ticket number in the subject.
 

====='''I BCC/CC the Email Connector, but email is not filed in the ticket, just forwarded to the internal support email address'''=====

'''Soltuion:''' Make sure the following terms apply:
#The email contains the ticket number in the email subject.
#The sender's email address is defined as one of employee's emails (Email1 or Email2)
#The employee is marked as an Active employee in RangerMSP.
Note that when a technician BCCs the Email Connector and is identified properly, the email will be filed in the ticket, and will be distributed to the Ticket's Employee Recipients only. See more details on matching the email to an account in Matching by Email or Domain Name. See also [[Ticket Management#Sending Internal Emails|Sending Internal Emails]].

====='''The changes I am making to my settings using the setup program aren't taking effect'''=====

'''Solution:''' Once you have made your changes, you must restart the 'CRM Server Service' for the changes to take effect.

====='''New Tickets are being created when clients reply to the Email Connector Response'''=====

'''Solution: '''The reply-to address which is used in the response emails sent by the Email Connector is taken from the Internal Support Email address. Make sure the Internal Support Email is different from the Email Connector's Incoming Email address.

====='''Attached emails only open in Outlook Express'''=====

'''Solution:''' RangerMSP stores the incoming emails used for creating new Tickets in the folder that was selected during the setup phase (set by running the ServerConfig.exe utility).
The email is stored in the exact form it was received from the mail server, without any modifications to it. Apparently, Outlook Express is able to work with native formatted email message files (.eml) and knows how to parse and display them (there may be additional email applications that can handle this). However, MS-Outlook (the email client included with MS-Office) uses a proprietary file format (.msg) which is also related to the format used by Microsoft Exchange. Therefore, other email clients cannot view these emails (see [[Email_Connector_FAQ#Can I use other editions of Microsoft Outlook to load .EML files?|Can I use other editions of Microsoft Outlook to load .EML files?]] for possible workaround). Note that the first time you open an .eml file you may be prompted to set up Outlook Express. Click Cancel, and the files will be opened anyways.

====='''I can't see email attachments on emails that are opened in Outlook Express'''=====

'''Solution:''' If you are not able to view attachments in messages opened in Outlook Express, you should check the settings to see if they are configured to hide attachments for security reasons.
To allow viewing attachments, open Outlook Express and go to Tools > Options > Security tab. Deselect the "Do not allow attachments to be saved or opened that could potentially be a virus" checkbox. Now you should be able to open and view attachments.

====='''HTML format Emails not being processed correctly (Exchange)'''=====
'''Solution:''' If you are having a problem with HTML emails which do not display in the Ticket History, this is an issue caused by a setting in Exchange. Even if the original email sent to it was properly structured (and included both 'text/plain' and 'text/html') the Exchange server strips out the important 'text/plain' which is required by RangerMSP. To fix this simply open the '''POP3 Properties''' in Exchange and on the '''Retrieval Settings''' tab just change from '''Best Body Format''' to '''HTML and alternative text'''.

====='''HTML format Emails not being processed correctly (Office 365)'''=====
''Contributed by: Rick Cassel''

'''Solution:''' By default, Office 365 pop mime retrieval format is set to “BestBodyType”
In order for RangerMSP to process the email correctly it needs to be reset to Mime type 2, HtmlAndTextAlternative.
This will allow you to see the text in the history section and not have to click on “Show Original Message”

Connect to O365 with Powershell

1. $LiveCred = Get-Credential

2. Enter your admin login to O365
(You can copy and paste the following three commands or type them one at a time and press enter)

3. $Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://ps.outlook.com/powershell/ -Credential $LiveCred -Authentication Basic –AllowRedirection

4. Press Enter

5. Import-PSSession $Session

6. Press Enter

7. List the current mailboxes
get-casmailbox *your mailbox here* | fl *pop*

Here is the result of the above command:
ExternalPopSettings :
InternalPopSettings :
PopEnabled : True
PopUseProtocolDefaults : True
PopMessagesRetrievalMimeFormat : BestBodyFormat
PopEnableExactRFC822Size : False
PopSuppressReadReceipt : False
PopForceICalForCalendarRetrievalOption : False

8. set-casmailbox "your mailbox here - support@yourcompany.com" -PopMessagesRetrievalMimeFormat 2

9. Now run the command to list the settings to confirm everything worked

10. get-casmailbox support | fl *pop*

ExternalPopSettings :
InternalPopSettings :
PopEnabled : True
PopUseProtocolDefaults : True
PopMessagesRetrievalMimeFormat : HtmlAndTextAlternative
PopEnableExactRFC822Size : False
PopSuppressReadReceipt : False
PopForceICalForCalendarRetrievalOption : False

Notice that the PopMessageRetrievalMimeFormat has changed to HtmlAndTextAlternative

Below are the other types of MIME types available.

Type: Description
0: TextOnly
1: HtmlOnly
2: HtmlAndTextAlternative
3: TextEnrichedOnly
4: TextEnrichedAndTextAlternative
5: BestBodyFormat
6: Tnef

'''Additional configuration''':
1. ''Contributed by: @brainstormcomp''

In cases where the above does not help proceed with attempting to run the following command (in addition to the above):

'''''Set-CASMailbox -Identity "support@YourITcompany.com" -PopUseProtocolDefaults $false'''''

2. In case employee replies are sent in TNEF format run the following command:

'''''Set-RemoteDomain Default -TNEFEnabled $false'''''

====='''Receiving Error: WinSock error 10004 Interrupted system call when using Exchange Server'''=====
This error means that something interrupted the connection between the 'CRM Server Service' and mail server. It can be a firewall, a server policy, a mail server policy or an anti-virus kind of setting that wrongly suspected that the 'CRM Server Service' process is suspicious. 
'''Solution:
* Restart Microsoft Exchange Pop3 service. It may help even though it is running and not reporting any errors.
* Implement the fix discuss here: http://blog.jasonsherry.net/2014/08/19/exchange-2013-pop3-service-drops-connections-fix/

====='''Email Connector stops sending emails, restarting the service required frequently'''=====
The following errors may pop/be logged:
* '''Mail server error 1061''' - this error means the connection between the 'CRM Server Service' and mail server (Exchange/Office365) was interrupted. It can be a firewall, a server policy, a mail server policy or an anti-virus kind of setting that wrongly suspected that the 'CRM Server Service' process is suspicious. Another possible reason is that the sender was blocked by the mail server or the mail server limits a number of emails that can be sent. Increasing the limits may help.
* SSL Exception: Cannot create SSL_CTX object: error:140A90F1:lib(20):func(169):reason(241)

'''Solution''':
* Select other types of SSL Authentication by running <server>\RangerMSP\Server\ServerConfig.exe utility. For example, switch between TLS and STLS on the Email Connector tab and set the correct port.

* Configure ''CRM Server Service'' to run under an an Administrator account - under the Log-on tab configure it to run under in the service properties window.

* Make sure you have allowed the 'CRM Server Service' in your Windows' Server DEP settings. DEP can be found under Windows: System Properties -> Advanced -> Performance - Settings -> tab DATA EXECUTION PREVENTION. In case you needed to add/update you DEP settings, make sure you restart 'CRM Server Service' after modifying your DEP settings.

==See Also==
*[[Email Connector|RangerMSP Email Connector]]
*[[Troubleshooting]]

[[Category:Troubleshooting]]
__NOTOC__

Microsoft 365 Modern Authentication For Email (OAuth)

2023-01-03T14:26:38Z

Dina: /* Case 3 */

<pre style="color: red">Important: RangerMSP version 30 or above is required for configuring access to Microsoft 365 mail servers using OAuth.</pre>

__TOC__

=Prerequisites=

Open your default browser and go to [https://login.microsoftonline.com https://login.microsoftonline.com]

If you are logged in with any of your users, click the user avatar and '''Sign out'''.

[[File:365_log_out.png]]

This step is IMPORTANT and will prevent accidentally granting access to the wrong mailbox, e.g., yours.

=Configuring RangerMSP with OAuth=

To configure RangerMSP to connect to Microsoft 365 mail servers, follow the steps below:

# Run <Installation_DIR>\RangerMSP\Server\ServerConfig.exe.> 
#Under the ‘Outgoing Mail Server’ tab, select the option ‘Use OAuth 2 to connect to Microsoft 365’. [[File:Smtp_oauth_settings.png]] 
#'''You must authorize RangerMSP in Microsoft 365.''' For this to work:
##Click the ‘'''''Send Test Email'''''’ button.
##Specify the ‘'''''To'''''’ email address that will be used for sending the test email message.
##Click the ‘Send Test Email Now’ button: [[File:Send_test_email_smtp.png]] 
##Follow the Microsoft 365 flow in your browser to log into your Microsoft 365 using the SAME 365 user account that owns the mailbox you are trying to use (i.e., defined as the username in ServerConfig utility). Note: if you are already logged into 365 using another account, please log out - BEFORE starting the entire test-email process. [[File:Ms365_signin.png]] [[File:Case1_sample.png]] 
##The following page is displayed. Click the ‘Accept’ button whenever you are ready to authorize RangerMSP. [[File:365_permissions_request.png]] [[File:Authorization_success.png]] 
##The SMTP send-email test should show that it completed successfully: [[File:Smtp_test_completed.png]] 
#Under the ‘'''''Email Connector'''''’ tab, you configure the same for inbound email under the ‘'''''Incoming Email Settings'''''’ section. Select '''''Use OAuth 2 to connect to Microsoft 365'''''. Next - click the ‘'''''Test Server Settings'''''’ button. [[File:Pop_test_server_settings.png]] '''NOTE:''' If you have not authorized RangerMSP in Microsoft 365 yet, a browser window will open asking you to approve RangerMSP, as explained above. A connection attempt to your mailbox at Microsoft 365 will run, and if everything is configured correctly, you will be prompted about a successful connection to Microsoft 365 POP3 servers.[[File:Pop_test_completed.png]] 
#Click '''OK''' to save your new settings. [[File:Serverconfig_save_settings.png]] 
#'''Finally, you must RESTART the ‘CRM Server’ Windows service on your server for the changes to apply and take effect immediately.'''

DONE!
 

=Troubleshooting=
==Case 1==

The browser shows “'''Successfully connected'''” however:

POP3 connection test fails with error:

'''''500 -ERR Authentication failure: unknown user name or bad password'''''

And/or SMTP test fails with error:

'''''535 5.7.3 Authentication unsuccessful'''''

This error might show when the username set in the ServerConfig utility for sending emails (SMTP) or receiving emails (POP3) does NOT match and is different from the 365 user account, which was for signing into the 365 portal and authenticating RangerMSP access to the mailbox.

[https://docs.microsoft.com/en-us/exchange/mail-flow-best-practices/fix-issues-with-printers-scanners-and-lob-applications-that-send-email-using-off#fix-issues-with-smtp-client-submission Microsoft's website] includes detailed information about such errors.

 

'''Solution:'''
#Open your default browser and visit [https://login.microsoftonline.com https://login.microsoftonline.com]. If you are logged in with any 365 user account, click the user avatar and select the Sign out option. 
#Run RangerMSP’s ServerConfig utility - If testing an outbound email failed with the above error - Visit the '''''Outgoing Mail Server''''' tab and click the '''''Send Test Email''''' button. If testing an inbound email connection failed with the error above - Visit the '''''Email Connector''''' tab and click the '''''Test Server Settings''''' button. 
#If you completed the 365 authorization process using an incorrect 365 account (e.g., you used the already-logged-in account vs. the one owning the mailbox), you need first to use the ServerConfig utility to '''Reset''' the existing authorization. You should now be able to start the authorization process with 365 from scratch. [[File:365_auth_reset.png]] 
#Follow the Microsoft 365 flow in your browser to log into your Microsoft 365. Important: You MUST sign in with the SAME 365 user account that owns the mailbox you are trying to use, and - it should be the SAME one defined in ServerConfig utility. [[File:Case1_sample.png]] 
#In case you were not prompted to sign in, and the browser used a previously logged-in user, you should sign out and try again. In case this does not help, clearing the browser cache may be required.
 

==Case 2==
The browser shows '''“Successfully connected'''” however, testing SMTP by sending a test email fails with the following error -

'''''535 5.7.139 Authentication unsuccessful, SmtpClientAuthentication is disabled for the tenant. Visit https://aka.ms/smtp_auth_disabled for more information.'''''

 

'''Solution:'''

The error means that SMTP authentication is disabled for this mailbox.

This [https://aka.ms/smtp_auth_disabled article] (also [https://docs.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission here]) explains how to enable SMTP authentication for the whole organization or only for some mailboxes.

The article will guide you to the following settings where the ‘Authenticated SMTP’ option should be selected (see below). After enabling it, try again.

[[File:Smtp_auth.png]]

==Case 3==

The error is shown in the application or POP3 connection test fails with error:

'''''POP3 needs OAuth2 authentication token'''''

 

'''Solution:'''

This error means that 365 requires re-authorization.

#Open your default browser and visit [https://login.microsoftonline.com https://login.microsoftonline.com]. If you are logged in with any 365 user account, click the user avatar and select the '''Sign out''' option. 
#Run RangerMSP’s ServerConfig utility - visit the '''''Email Connector''''' tab and click the '''''Reset''''' button. You should now be able to start the authorization process with 365 from scratch. [[File:365_auth_reset.png]] 
#Follow the Microsoft 365 flow in your browser to log into your Microsoft 365. Important: You MUST sign in with the SAME 365 user account that owns the mailbox you are trying to use, and - it should be the SAME one defined in ServerConfig utility.
#In case you were not prompted to sign in, and the browser used a previously logged-in user, you should sign out and try again. In case this does not help, clearing the browser cache may be required.

Microsoft 365 Modern Authentication For Email (OAuth)

2023-01-03T13:47:07Z

Dina: /* Troubleshooting */

<pre style="color: red">Important: RangerMSP version 30 or above is required for configuring access to Microsoft 365 mail servers using OAuth.</pre>

__TOC__

=Prerequisites=

Open your default browser and go to [https://login.microsoftonline.com https://login.microsoftonline.com]

If you are logged in with any of your users, click the user avatar and '''Sign out'''.

[[File:365_log_out.png]]

This step is IMPORTANT and will prevent accidentally granting access to the wrong mailbox, e.g., yours.

=Configuring RangerMSP with OAuth=

To configure RangerMSP to connect to Microsoft 365 mail servers, follow the steps below:

# Run <Installation_DIR>\RangerMSP\Server\ServerConfig.exe.> 
#Under the ‘Outgoing Mail Server’ tab, select the option ‘Use OAuth 2 to connect to Microsoft 365’. [[File:Smtp_oauth_settings.png]] 
#'''You must authorize RangerMSP in Microsoft 365.''' For this to work:
##Click the ‘'''''Send Test Email'''''’ button.
##Specify the ‘'''''To'''''’ email address that will be used for sending the test email message.
##Click the ‘Send Test Email Now’ button: [[File:Send_test_email_smtp.png]] 
##Follow the Microsoft 365 flow in your browser to log into your Microsoft 365 using the SAME 365 user account that owns the mailbox you are trying to use (i.e., defined as the username in ServerConfig utility). Note: if you are already logged into 365 using another account, please log out - BEFORE starting the entire test-email process. [[File:Ms365_signin.png]] [[File:Case1_sample.png]] 
##The following page is displayed. Click the ‘Accept’ button whenever you are ready to authorize RangerMSP. [[File:365_permissions_request.png]] [[File:Authorization_success.png]] 
##The SMTP send-email test should show that it completed successfully: [[File:Smtp_test_completed.png]] 
#Under the ‘'''''Email Connector'''''’ tab, you configure the same for inbound email under the ‘'''''Incoming Email Settings'''''’ section. Select '''''Use OAuth 2 to connect to Microsoft 365'''''. Next - click the ‘'''''Test Server Settings'''''’ button. [[File:Pop_test_server_settings.png]] '''NOTE:''' If you have not authorized RangerMSP in Microsoft 365 yet, a browser window will open asking you to approve RangerMSP, as explained above. A connection attempt to your mailbox at Microsoft 365 will run, and if everything is configured correctly, you will be prompted about a successful connection to Microsoft 365 POP3 servers.[[File:Pop_test_completed.png]] 
#Click '''OK''' to save your new settings. [[File:Serverconfig_save_settings.png]] 
#'''Finally, you must RESTART the ‘CRM Server’ Windows service on your server for the changes to apply and take effect immediately.'''

DONE!
 

=Troubleshooting=
==Case 1==

The browser shows “'''Successfully connected'''” however:

POP3 connection test fails with error:

'''''500 -ERR Authentication failure: unknown user name or bad password'''''

And/or SMTP test fails with error:

'''''535 5.7.3 Authentication unsuccessful'''''

This error might show when the username set in the ServerConfig utility for sending emails (SMTP) or receiving emails (POP3) does NOT match and is different from the 365 user account, which was for signing into the 365 portal and authenticating RangerMSP access to the mailbox.

[https://docs.microsoft.com/en-us/exchange/mail-flow-best-practices/fix-issues-with-printers-scanners-and-lob-applications-that-send-email-using-off#fix-issues-with-smtp-client-submission Microsoft's website] includes detailed information about such errors.

 

'''Solution:'''
#Open your default browser and visit [https://login.microsoftonline.com https://login.microsoftonline.com]. If you are logged in with any 365 user account, click the user avatar and select the Sign out option. 
#Run RangerMSP’s ServerConfig utility - If testing an outbound email failed with the above error - Visit the '''''Outgoing Mail Server''''' tab and click the '''''Send Test Email''''' button. If testing an inbound email connection failed with the error above - Visit the '''''Email Connector''''' tab and click the '''''Test Server Settings''''' button. 
#If you completed the 365 authorization process using an incorrect 365 account (e.g., you used the already-logged-in account vs. the one owning the mailbox), you need first to use the ServerConfig utility to '''Reset''' the existing authorization. You should now be able to start the authorization process with 365 from scratch. [[File:365_auth_reset.png]] 
#Follow the Microsoft 365 flow in your browser to log into your Microsoft 365. Important: You MUST sign in with the SAME 365 user account that owns the mailbox you are trying to use, and - it should be the SAME one defined in ServerConfig utility. [[File:Case1_sample.png]] 
#In case you were not prompted to sign in, and the browser used a previously logged-in user, you should sign out and try again. In case this does not help, clearing the browser cache may be required.
 

==Case 2==
The browser shows '''“Successfully connected'''” however, testing SMTP by sending a test email fails with the following error -

'''''535 5.7.139 Authentication unsuccessful, SmtpClientAuthentication is disabled for the tenant. Visit https://aka.ms/smtp_auth_disabled for more information.'''''

 

'''Solution:'''

The error means that SMTP authentication is disabled for this mailbox.

This [https://aka.ms/smtp_auth_disabled article] (also [https://docs.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission here]) explains how to enable SMTP authentication for the whole organization or only for some mailboxes.

The article will guide you to the following settings where the ‘Authenticated SMTP’ option should be selected (see below). After enabling it, try again.

[[File:Smtp_auth.png]]

==Case 3==

The error is shown in the application or POP3 connection test fails with error:

'''''POP3 needs OAuth2 authentication token'''''

 

'''Solution:'''

This error means that 365 requires re-authorization.

#Open your default browser and visit [https://login.microsoftonline.com https://login.microsoftonline.com]. If you are logged in with any 365 user account, click the user avatar and select the Sign out option. 
#Run RangerMSP’s ServerConfig utility - visit the '''''Email Connector''''' tab and click the '''''Reset''''' button. You should now be able to start the authorization process with 365 from scratch. [[File:365_auth_reset.png]] 
#Follow the Microsoft 365 flow in your browser to log into your Microsoft 365. Important: You MUST sign in with the SAME 365 user account that owns the mailbox you are trying to use, and - it should be the SAME one defined in ServerConfig utility.
#In case you were not prompted to sign in, and the browser used a previously logged-in user, you should sign out and try again. In case this does not help, clearing the browser cache may be required.

QuickBooks Link

2022-09-29T11:02:37Z

Dina: /* Supported Editions */

{{usermanualsnav}}

__TOC__
== Overview ==
Using the [[QuickBooks Link|RangerMSP-QuickBooks Link]] you can run your computer services business more efficiently. It was designed to simplify routine business, accounting and financial management tasks. With the RangerMSP-QuickBooks Link, you only need to enter data once and it will appear in both RangerMSP and QuickBooks. This feature not only saves you the time of manually entering data, but it also minimizes the problems of duplicate, redundant and wrong data common to manual data entry. Now you can synchronize your data between RangerMSP and QuickBooks and ensure data accuracy, enhance your flexibility, and increase your control over your bottom line.

This user manual will help you use the features included in the RangerMSP-QuickBooks Link module.

The RangerMSP-QuickBooks Link includes the following features:

'''Customers'''
*Import all your QuickBooks Customers into RangerMSP
*Changes made to QuickBooks Customers can be synchronized with RangerMSP
*Create a new Customer in QuickBooks based on a selected RangerMSP Account
*Create links between existing RangerMSP Accounts and QuickBooks Customers to automate synchronization between them
*Send and receive updates for selected Accounts/Customers

'''Vendors'''
*Import all your QuickBooks Vendors into RangerMSP
*Changes made to QuickBooks Vendors can be synchronized with RangerMSP
*Create a new Account in RangerMSP based on a selected QuickBooks Vendor
*Create a new Vendor in QuickBooks based on a selected RangerMSP Account
*Create links between existing RangerMSP Accounts and QuickBooks Vendors to automate synchronization between them
*Send and receive updates for selected Accounts/Vendors

'''Items'''
*Import any/all of the following QuickBooks Items into RangerMSP:
**Service Items => Labor Items in RangerMSP
**Inventory Parts => Products/Parts in RangerMSP
**Non-Inventory Parts => Products/Parts in RangerMSP
**Inventory Assembly Items => Products/Parts in RangerMSP
**Other Charge Items => Expenses in RangerMSP
*Changes made to QuickBooks Items can be synchronized with RangerMSP
*Create a new Item in RangerMSP based on a selected QuickBooks Item
*Create a new Item in QuickBooks based on a selected RangerMSP Item
*Create links between existing RangerMSP Items and QuickBooks Items to automate synchronization between them
*Send and receive updates for selected Items

'''Invoices'''
*Generate QuickBooks invoices based on charges entered in RangerMSP
*Generate invoices at different levels:
**Account - Invoices generated at the Account level may include any charges linked to this account, its contracts and tickets.
**Contract - Generating an invoice at the Contract level may include only charges which are linked to this specific contract
**Ticket - Generating an invoice at the Ticket level may include only charges which are linked to this specific ticket
*See total unbilled pending charges according to Account, Contract and Ticket
*Select which charges to include in the invoice
*Create a QuickBooks invoice directly from the Account, Contract, or Ticket windows
*View all charges included in a QuickBooks invoice by filtering charges by the invoice reference value

==Getting Started==
To enjoy the benefits of the RangerMSP-QuickBooks Link you first need to set it up. The setup is a user-friendly process that walks you through all the necessary steps to completion.

===Supported Editions===
Please note that currently RangerMSP synchronizes with the following versions and editions of QuickBooks:

The following editions of QuickBooks Online are supported: Australia, Canada, United Kingdom, United States (requires RangerMSP 25.0.0.5 or above)

The following '''US''' versions of QuickBooks Desktop are supported:
*QuickBooks Pro 2022 (requires RangerMSP 30 or above)
*QuickBooks Premier 2022 (requires RangerMSP 30 or above)
*QuickBooks Pro 2021 (requires RangerMSP 27 or above)
*QuickBooks Premier 2021 (requires RangerMSP 27 or above)
*QuickBooks Pro 2020 (requires RangerMSP 25 or above)
*QuickBooks Premier 2020 (requires RangerMSP 25 or above)
*QuickBooks Pro 2019 (requires RangerMSP 21 or above)
*QuickBooks Premier 2019 (requires RangerMSP 21 or above)
*QuickBooks Pro 2018 (requires RangerMSP 17 or above)
*QuickBooks Premier 2018 (requires RangerMSP 17 or above)
*QuickBooks Enterprise 2018 (requires RangerMSP 18 or above)
*QuickBooks Pro 2017 (requires RangerMSP 15 or above)
*QuickBooks Premier 2017 (requires RangerMSP 15 or above)
*QuickBooks Enterprise 2017 (requires RangerMSP 15 or above)
*QuickBooks Pro 2016 (requires RangerMSP 10 or above)
*QuickBooks Premier 2016 (requires RangerMSP 10 or above)
*QuickBooks Enterprise 2016 (requires RangerMSP 10 or above)
*QuickBooks Pro 2015 (requires RangerMSP 9 or above)
*QuickBooks Premier 2015 (requires RangerMSP 9 or above)
*QuickBooks Enterprise 2015 (requires RangerMSP 9 or above)
*QuickBooks Pro 2014 (requires RangerMSP 7.0 or above)
*QuickBooks Premier 2014 (requires RangerMSP 7.0 or above)
*QuickBooks Enterprise 2014 (requires RangerMSP 7.0 or above)
*QuickBooks Pro 2013 (requires RangerMSP 5.5 or above)
*QuickBooks Premier 2013 (requires RangerMSP 5.5 or above)
*QuickBooks Enterprise 2013 (requires RangerMSP 5.5 or above)
*QuickBooks Pro 2012 (requires RangerMSP 5.5 or above)
*QuickBooks Premier 2012 (requires RangerMSP 5.5 or above)
*QuickBooks Enterprise 2012 (requires RangerMSP 5.5 or above)
*QuickBooks Pro 2011 (requires RangerMSP 5.5 or above)
*QuickBooks Premier 2011 (requires RangerMSP 5.5 or above)
*QuickBooks Enterprise 2011 (requires RangerMSP 5.5 or above)
*QuickBooks Pro 2010
*QuickBooks Premier 2010
*QuickBooks Enterprise 2010
*QuickBooks Pro 2009
*QuickBooks Premier 2009
*QuickBooks Enterprise 2009
*QuickBooks Pro 2008
*QuickBooks Premier 2008
*QuickBooks Enterprise 2008

Note for QuickBooks 2009, or above, users: RangerMSP 4.5, or above, is required to integrate with QuickBooks 2009. RangerMSP-QuickBooks Link uses a single currency. Multi-currency is not supported.

The following '''Canadian''' versions of QuickBooks Desktop are supported:
supported:
*QuickBooks Canada Pro 2022 (requires RangerMSP 30 or above)
*QuickBooks Canada Premier 2022 (requires RangerMSP 30 or above)
*QuickBooks Canada Pro 2021 (requires RangerMSP 27 or above)
*QuickBooks Canada Premier 2021 (requires RangerMSP 27 or above)
*QuickBooks Canada Pro 2020 (requires RangerMSP 25 or above)
*QuickBooks Canada Premier 2020 (requires RangerMSP 25 or above)
*QuickBooks Canada Pro 2019 (requires RangerMSP 21 or above)
*QuickBooks Canada Premier 2019 (requires RangerMSP 21 or above)
*QuickBooks Canada Pro 2018 (requires RangerMSP 17 or above)
*QuickBooks Canada Premier 2018 (requires RangerMSP 17 or above)
*QuickBooks Canada Pro 2017 (requires RangerMSP 15 or above)
*QuickBooks Canada Premier 2017 (requires RangerMSP 15 or above)
*QuickBooks Canada Pro 2016 (requires RangerMSP 10.0 or above)
*QuickBooks Canada Premier 2016 (requires RangerMSP 10.0 or above)
*QuickBooks Canada Pro 2015 (requires RangerMSP 9.0 or above)
*QuickBooks Canada Premier 2015 (requires RangerMSP 9.0 or above)
*QuickBooks Canada Pro 2014 (requires RangerMSP 7.0 or above)
*QuickBooks Canada Premier 2014 (requires RangerMSP 7.0 or above)
*QuickBooks Canada Pro 2013
*QuickBooks Canada Premier 2013
*QuickBooks Canada Pro 2012
*QuickBooks Canada Premier 2012
*QuickBooks Canada Pro 2011
*QuickBooks Canada Premier 2011
*QuickBooks Canada Pro 2010
*QuickBooks Canada Premier 2010
*QuickBooks Canada Pro 2009
*QuickBooks Canada Premier 2009
*QuickBooks Canada Pro 2008
*QuickBooks Canada Premier 2008

The following '''UK''' versions of QuickBooks Desktop are supported:
*QuickBooks UK Pro 2022 (requires RangerMSP 30 or above)
*QuickBooks UK Premier 2022 (requires RangerMSP 30 or above)
*QuickBooks UK Pro 2021 (requires RangerMSP 27 or above)
*QuickBooks UK Premier 2021 (requires RangerMSP 27 or above)
*QuickBooks UK Pro 2020 (requires RangerMSP 25 or above)
*QuickBooks UK Premier 2020 (requires RangerMSP 25 or above)
*QuickBooks UK Pro 2019 (requires RangerMSP 21 or above)
*QuickBooks UK Premier 2019 (requires RangerMSP 21 or above)
*QuickBooks UK Pro 2018 (requires RangerMSP 17 or above)
*QuickBooks UK Premier 2018 (requires RangerMSP 17 or above)
*QuickBooks UK Pro 2017 (requires RangerMSP 15 or above)
*QuickBooks UK Premier 2017 (requires RangerMSP 15 or above)
*QuickBooks UK Pro 2016 (requires RangerMSP 10 or above)
*QuickBooks UK Premier 2016 (requires RangerMSP 10 or above)
*QuickBooks UK Pro 2015 (requires RangerMSP 9 or above)
*QuickBooks UK Premier 2015 (requires RangerMSP 9 or above)
*QuickBooks UK Pro 2014 (requires RangerMSP 9 or above)
*QuickBooks UK Premier 2014 (requires RangerMSP 9 or above)
*QuickBooks UK Pro 2013
*QuickBooks UK Premier 2013
*QuickBooks UK Pro 2012
*QuickBooks UK Premier 2012
*QuickBooks UK Pro 2011
*QuickBooks UK Premier 2011
*QuickBooks UK Pro 2010
*QuickBooks UK Premier 2010
*QuickBooks UK Pro 2008

The following '''Australian''' versions of QuickBooks are supported (*):
*Reckon Accounts (formerly QuickBooks Australia) Pro, Premier, Enterprise 2014-2017 (requires RangerMSP 9 or above)
*QuickBooks Pro 2013
*QuickBooks Premier 2013
*QuickBooks Pro 2012
*QuickBooks Premier 2012
*QuickBooks Pro 2010/11
*QuickBooks Premier 2010/11
*QuickBooks Pro 2009/10
*QuickBooks Premier 2009/10
*QuickBooks Pro 2008/9
*QuickBooks Premier 2008/9

*The integration with QuickBooks Australia was tested and works in US compatibility mode.

[multi user mode is supported]

===Installation Instructions===

====QuickBooks Desktop====
To setup the integration with '''QuickBooks Desktop''' and connect to your company file please follow [[QuickBooks_Desktop_Link_Installation_Instructions|QuickBooks Desktop Link Installation Instructions]]

====QuickBooks Online====
To connect to your '''QuickBooks Online''' company please follow [[QuickBooks_Online_Link_Configuration_Instructions|QuickBooks Online Link Configuration Instructions]]

===Switching to QuickBooks Online from QuickBooks Desktop===

Please [[Switching_to_QuickBooks_Online_from_QuickBooks_Desktop|click here]] to learn about switching from integrating RangerMSP with QuickBooks Desktop to integrating with QuickBooks Online.

===Importing Customers/Vendors from QuickBooks into RangerMSP for the First Time===
This section will show you how to import your Customers into RangerMSP.

Important note: If all your Customers are already in RangerMSP, do '''not''' use this import feature until you have created links between existing records in RangerMSP and their related records in QuickBooks. To learn more about how to create these links, [[QuickBooks Link Account Options|click here.]]

Note that before performing a batch import, it is recommended that you first back up all your RangerMSP data. The RangerMSP data is stored in <server>RangerMSP\DB.

After backing up your data, follow the instructions below to import Customers/Vendors from QuickBooks into RangerMSP:

In the Accounts window, go to the QuickBooks drop down toolbar menu and select Import New Records/Update Linked Records from QuickBooks. 

[[File:importing_accounts_from_qb.gif|center]] 

[[File:backup_warning.png|center]] 

If you have backed up your RangerMSP Data, click OK to continue with the import process.

The import wizard will ask you to select the QuickBooks records you would like to import into RangerMSP. By default, only active Customers are imported. If you want to import your vendors as well, follow the import wizard again once you have completed importing your Customers, and select Vendors.

[[File:accounts_import_wizard.png|center]]

Select the type of QuickBooks records you want to import, and click Next.

[[File:accounts_import_wizard_finish.png|center]]

Click Finish.

[[File:start_importing_data_question.png|center]]

Click Yes to begin importing the data. The import process will begin.

[[File:import_accounts_progress.png|center]]

Wait till the records are imported from QuickBooks to RangerMSP:

[[File:successful_import.png|center]]

Click OK.

The import has finished. You can now see all the imported records in RangerMSP in the Accounts window:

[[File:imported_accounts_list.png|center]]

Please note that QuickBooks Jobs are not imported in batch imports from QuickBooks. You can import jobs on one by one basis using the 'New Account in RangerMSP Based on QuickBooks' menu option.

===Importing Items from QuickBooks into RangerMSP===
This section will show you how to import your QuickBooks Items into RangerMSP.

Important Note: If all your Items are already in RangerMSP, do '''not''' use this import feature until you have created links between existing records in RangerMSP and their related records in QuickBooks. To learn more about how to create these links, [[QuickBooks Link Items Options|click here]].

Every Labor/Parts/Expense Charge in RangerMSP is based on a selected Item. This is why Items are important to the entire billing process. The RangerMSP-QuickBooks Link enables you to import all your Items from QuickBooks, saving you from retyping Item details in RangerMSP.

Note that before performing a batch import, it is recommended that you first back up all your RangerMSP data. The RangerMSP data is stored in <server>RangerMSP\DB.

After backing up your data follow the instructions below to import Items from QuickBooks into RangerMSP:

In the Items window, go to the QuickBooks drop down toolbar menu and select Import New Records/Update Linked Records from QuickBooks.

[[File:importing_items_from_qb.png|center]]

[[File:backup_warning.png|center]]

If you have backed up your RangerMSP Data, click OK to continue with the import process.

The import wizard will ask you to select the QuickBooks records you would like to import into RangerMSP. By default, all active Items are imported.

[[File:items_import_wizard.png|center]]

Select the types of Items you want to import from QuickBooks and click Next.

[[File:items_import_wizard_finish.png|center]]

Click '''Finish'''.

[[File:start_importing_data_question.png|center]]

Click Yes to begin importing the data. The import process will begin.

[[File:import_items_progress.png|center]]

Wait until the record are imported from QuickBooks to RangerMSP:

[[File:successful_import.png|center]]

Click '''OK'''.

The import has finished. You can now see all the imported records in RangerMSP, in the Items window.

[[File:imported_items_list.png|center]]

===Creating a New Invoice in QuickBooks===
RangerMSP lets you create QuickBooks Invoices at the '''Account/Ticket/Contract '''levels.

If you create an invoice at the '''Account level''', all Billable charges related to the Account that haven't been billed yet will be included in the invoice, including charges related to Tickets and Contracts.

If you create an invoice at the '''Contract level''', only Billable charges that haven't been billed yet which are related to the selected Contract will be included in the invoice, including all Ticket-related charges.

If you create an invoice at the '''Ticket level''', only Billable charges that haven't been billed yet which are related to the selected Ticket will be included in the invoice.

In all cases, you can also include not-billable charges in the invoice, which will be displayed in the invoice with a zero billable total amount. This way you can include all the charges without actually billing for not-billable charges.

There are two ways to create an invoice. The first option is creating an invoice for a specific Account, Ticket or Contract, and the second option is creating invoices for open balances in general.

Option 1: Go to the Accounts/Tickets/Contracts window, and select Create Invoice... on the QuickBooks drop down toolbar menu.

[[File:accounts_window_create_invoice_menu.png|center]]

or

[[File:tickets_window_create_invoice_menu.png|center]]

or

[[File:contracts_window_create_invoice_menu.png|center]]

Option 2: Go to the File menu, select New and then QuickBooks Invoice.

[[File:New_quickbooks_invoice_menu.png|center]]

After selecting this option the Generate QuickBooks Invoice dialog box is displayed:

[[File:general_new_invoice_window.png|center]]

Select the level at which you want to generate the invoice (either Accounts, Tickets, or Contracts).

View all the open Billable charges for the level you selected:

[[File:all_tickets_to_be_invoiced.png|center]]

In the example above, the Ticket level was selected. All the Tickets with open Billable charges are displayed. Select the Ticket for which you want to create an invoice and click Select Ticket and Continue.

After selecting the Account/Contract/Ticket record for which you want to create an invoice, the following window is displayed (this window is also displayed when the Create Invoice... option has been selected from the Account/Contact/Ticket window in Option 1 above):

[[File:invoice_wizard_step2.gif|center]]

All Billable charges that haven't been billed yet and are related to the selected Account, Contract or Ticket record (Contract in the example above) are displayed and by default are selected (using the check mark) to be included in the invoice.

In the charge list you can select which charges will be included in the invoice by selecting or unselecting them by clicking on the checkbox to the left of the record.
 
'''Include/Exclude Not-Billable Charges''' 
In addition to the billable charges, you can include Not-billable charges in the invoice. When adding them, Not-Billable charges are displayed in the invoice, however, they do not affect the invoice total.

To include or exclude the not-billable charges click the Include Not-Billable Charge/Exclude Not-Billable toggle Charges button. Note that Administrators can set the system to always include the Not-Billable charges from Tools > Options > QuickBooks.
 
'''To be Printed/To be Emailed Flags''' 
Depending on your QuickBooks edition, Invoices in QuickBooks may include the following options: ‘To be printed’ and ‘To be emailed’.

By default, when creating new invoices from RangerMSP, the values for these options are taken from the default settings in QuickBooks (see the selected 'by QuickBooks' option). When un-checking the 'by QuickBooks' option, you can control the values to be used when generating the QuickBooks Invoice.

See more details in [[QuickBooks_Link#QuickBooks_Link_Settings|QuickBooks Link Settings]].

{| id="mp-tfp" style="margin:7px 0 0 0; width:100%; background:none;"

| class="MainPageBG" style="width:50%; border:1px solid #FFCB99; background:#ffffff; vertical-align:top; color:#000;" |
{| id="mp-left" cellpadding="2" cellspacing="5" style="width:100%; vertical-align:top; background:#ffffff;"
! <h3 id="mp-tfa-h2" style="margin:0; background:#fff3e1; font-size:120%; font-weight:bold; border:1px solid #FFCB99; text-align:left; color:#000; padding:0.2em 0.4em;">Tip</h3>
|-
| style="color:#000;" | <div id="mp-tfa">You can use the Quick Select and/or Quick Unselect and/or Advanced Sort buttons to more easily select the Charges to be billed (this is usually required when a lot of charges are displayed). </div>
|}
|}

At this stage you can also set different parameters for the invoice itself. The following options are located at the top of the Generate QuickBooks Invoice window:
#Bill To - This is the invoice billing address. By default it is taken from the Bill To data defined for the customer in QuickBooks. You can enter a different address in this box if necessary. If you have modified this information by mistake and want to use the QuickBooks defaults, right-click above the field and select Set by QuickBooks.
#Ship To - This is the invoice shipping address. By default it is taken from the Ship To data set defined for the customer in QuickBooks. You can enter a different address in this box if necessary. If you have modified this information by mistake and want to use the QuickBooks defaults, right-click above the field and select Set by QuickBooks.
#Date - This is the invoice date. By default, the date used is today's date. You can modify the date if necessary by typing an alternate date in this field.
#Reference - This is the invoice Reference number. This number is set by default by QuickBooks. You can modify this number if necessary by typing an alternate Reference number in the field.
#Due Date - This is the invoice Due Date. By default, the date is one month from today's date. You can modify this date if necessary by entering an alternate due date in the field.
#Memo - This field is for invoice memo/notes. If necessary, enter a memo that will appear as part of the QuickBooks invoice.

After entering the invoice details and selecting the relevant Charges, click Next.

The lines of the invoice are now displayed as they will appear in the QuickBooks invoice.

[[File:invoice_wizard_step3.gif|center]]

In this step you can modify the text which will be displayed on the invoice lines. Note that all modifications made to the invoice lines here are not applied to Charges in RangerMSP, and only apply to the QuickBooks invoice lines.

'''Move Line Up/Down'''
You can use the Move Line Up/Move Line Down buttons or the Advanced Sort button to modify the order of the invoice lines.

'''Insert Line/s'''
You can also use the Add Blank Line button to include blank lines between the invoice lines in order to space the invoice up and make it more readable

'''Incl. in Description'''
You can also use the "Incl. in Description" button to include additional information to all invoice line simultaneously, such as:

[[File:include_in_description_button.gif|center]]

Click on Incl. in Description and select the data you wish to be added to the description for every invoice line. To add this information to all invoices by default go to Tools > Options > QuickBooks and select the information you want to include in invoice lines.

You can double-click on each invoice line to add or edit the text/description of the selected line.

As mentioned above, these changes will take affect only on the invoice lines in QuickBooks. The original charges will not be affected by these changes.

[[File:edit_invoice_line_description.png|center]]

In the image below, you can see that additional information has appeared in the Description column of the invoice lines.

[[File:invoice_wizard_step3_with_changes.gif|center]]

When the invoice information is complete, click Generate QuickBooks Invoice.

RangerMSP will now verify all the settings with QuickBooks and will add the QuickBooks invoice. Once an invoice has been created, the following unofficial invoice will be displayed. This invoice is just to give you an idea of how the invoice was created in QuickBooks. For complete details, view the invoice details in QuickBooks.

[[File:Quickbooks_invoice_details.png|center]]

If you wish to create another invoice, click on Create New Invoice'. Otherwise, you can close the window.

The invoice we've created looks like the following in QuickBooks:

[[File:Quickbooks_invoice_in_quickbooks.png|center]]

== Using the RangerMSP-QuickBooks Link ==
At this stage, where the RangerMSP-QuickBooks Link installation setup is complete, you can start using it.

A few clicks will allow you to sync information between the two programs. Thus saving a lot of time and increasing productivity.

The first stage after the installation is to import Customers, Vendors and Items from QuickBooks into RangerMSP. Please note that you can easily perform the imports (as explained below).

However, we strongly recommend to backup RangerMSP data prior to the imports.

You should backup <server>\RangerMSP\DB folder including all files while no one is using RangerMSP.

Note: If you are already using RangerMSP for a while and already have all your customers and items record in RangerMSP you should match RangerMSP records with QuickBooks records '''instead''' of importing the records (importing the records in this case will only create duplicates in your database and therefore it should be avoided). To learn more about how to link existing records between the two systems see [[QuickBooks Link Account Options|Link Account to QuickBooks Customer/Job/Vendor Record]] or [[QuickBooks Link Account Options|click here]].

===Accounts===
Your company has ongoing interactions with customers, vendors, business partners, friends, leads, and so on. In RangerMSP, each of these types of contacts is called an Account. You can manage your Account contact data and all other related data in the Accounts window.

In Accounts, related data is any information related to the Account that is presently being managed in RangerMSP, such as scheduled Appointments, open Tasks, Phone Call monitoring, Ticket/incident history, Assets (customer equipment and software licenses), Charges, linked Documents (MS-Word, emails, Excel etc.), Sales Opportunities and so on.

Account information is organized in separate information tabs that display different types of data.

To view all information related to an Account, open the Accounts window, locate the required Account, and browse through its data by clicking on the information tabs.

Accounts can be easily imported from QuickBooks, and changes can be synchronized between both systems.

For more details see [[QuickBooks Link Account Options|RangerMSP-QuickBooks Link Account Options.]]

===Items===
[[Items]] in RangerMSP are a catalog of all the services and products you offer. The Items list in RangerMSP acts as your price list.

Each Item has a unique Code, Name, Description and Pricing Setting.

There are three types of Items in RangerMSP:

'''Parts''' Items are hardware, software, or any other items you ship to your customer. These items have fixed prices.

'''Labor''' Items are services you provide to your customers, such as server installation, network installation, on-site technician visits, etc. Each Labor item can have a fixed price, a fixed hourly rate, or a dynamic hourly rate that varies depending upon the employee who performs the service.

'''Expense''' Items are used to charge expenses, such as travel and special deliveries. Expense Items can have a fixed price per unit or a fixed hourly rate.

For each new Charge record, an Item is selected and the relevant Item data is automatically copied to the new charge. This streamlines your data entry process. Also, the selected Item for a Charge in RangerMSP will be the Item that appears on the QuickBooks invoice line when the Charge is transferred to a QuickBooks invoice.

Items can be Active or Suspended. A suspended Item cannot be selected when adding new charges.

Items can be easily imported from QuickBooks, and changes can be synchronized between QuickBooks and RangerMSP.

For more details see [[QuickBooks Link Items Options]].

===Invoices===
With the '''RangerMSP-QuickBooks Link''' you can create invoices in QuickBooks based on charges entered in RangerMSP.

This feature allows you to manage all the aspects of your service in one program: '''RangerMSP'''. You can manage Tickets, enter Charges, etc. in RangerMSP, while all billing is managed in QuickBooks.

QuickBooks invoices can easily be created from RangerMSP at the customer level, the service contract level and the ticket level.

All invoices created from RangerMSP are based on Charge records added in RangerMSP. Each Charge record is either a labor charge for work performed, a parts charge describing a part that has been used, or an expense charge for expenses spent on behalf of the customer, i.e. for special deliveries.

It is recommended that you familiarize yourself with the following terms in RangerMSP:

'''[[Tickets]]''' – Every incident, problem, or job you handle for a customer is managed in RangerMSP using a Ticket record. Click here to learn more.

'''[[Contracts]]''' – Contract records are used to manage your service contracts and track their status. Click here to learn more.

'''[[Charges]]''' – Charge records are used to track all activities that will be charged to customers, such as labor, parts and expenses. Click here to learn more.

To learn all about creating invoices from RangerMSP, see [[QuickBooks Link Invoice Creation Options]].

====Batch Invoice Creation====
The Batch Invoice Creation Wizard allows you to create many invoices at once at the customer level, the service contract level or the ticket level. This can save you a large amount of time allowing you to invoice many tickets or customers at once.

To learn on how to activate the Batch Invoice Creation Wizard, see [[QuickBooks_Link_Invoice_Creation_Options#Batch_Invoice_Creation|Batch Invoice Creation]].

===Charges===
Tracking Charges is a key factor for running your service business well and improving its performance. Most employees, however, consider this to be a nuisance or a burden, which makes it difficult to maximize your full income potential.

Three types of Charges can be tracked in RangerMSP:

<blockquote>Labor Charges for services provided Expense Charges for expenses such as travel and delivery Parts Charges for parts or products used</blockquote>

Each Charge record includes a description and information regarding the Account being charged, the charged Item (see the section on Items above), quantity, price, and total amount. Each Charge record can also be linked to a Ticket (optional).

All Charges are entered under one of the Account’s active Contracts. Charges may automatically change the current state of the contract where relevant, i.e. a Charge will reduce the time remaining in a Block of Time contract, reduce the amount of money in a Block of Money contract, etc.

A Charge can be set as Billable or Not Billable. When a Charge is set as Billable it means that you intend to bill the customer for this charge. The default billing status for Charges is determined by the type of contract under which the Charge is being created. See [[QuickBooks Link Charges Options#Understanding the Billing Status of Charges|Understanding the Billing Status]] of Charges below. Not-billable charges can also be included in invoices, however, these charges will display a zero amount and will not affect the invoice total amount.

Once a charged has been included in an invoice, the Charge record is set as Billed, and you can view the QuickBooks invoice reference number in the charge window. This prevents a customer from being billed again for the same Charge.

Adding a Charge is easy and this can be done in RangerMSP’s Main menu, the Tickets window (recommended), the Charges main window, or the Account window. Charges can also be added from anywhere using a web browser and an Internet connection, for this you need [[Web Interface|RangerMSP Web Interface]].

Use Items to speed up the process of entering new Charges. When an Item is selected for a Charge, its description and price are automatically copied into the relevant fields in the Charge record.

Many types of Charge reports are available. These reports are used to bill customers and analyze business performance.

For more details see [[QuickBooks Link Charges Options]].

==QuickBooks Link Settings==
QuickBooks Link Settings can be defined from Tools > Options > QuickBooks tab.

[[File:options_quickbooks_tab.png]]
 
In this window the following settings are available:
* '''Accounting Package to be integrated with RangerMSP'''
** None – means you do not want to integrate with any system
** QuickBooks Desktop– choosing this option you should specify the QuickBooks Desktop edition you use:
*** Edition: US, UK or Canada. Note that users working with the QuickBooks Australia edition or with Reckon Accounts (formerly QuickBooks Australia) should select US in this field (the Australian edition provides the API to external system compatible with the US edition).
*** QBFC: this is the QuickBooks API package. By default the system uses the latest QBFC edition. For very old QuickBooks editions you may need to change the QBFC edition being used. See more details in [[QuickBooks_Link_Troubleshooting|QuickBooks Troubleshooting]].
** QuickBooks Online - select this option to connect to your QuickBooks Online company
* '''QuickBooks Company File''' (for QuickBooks Desktop) or '''QuickBooks Online Company''' (for QuickBooks Online) Once running the setup wizard (see below) and choosing the company file for QuickBooks Desktop or connecting to QuickBooks Onlince Company, the selected file/company name will appear here. This way you can see at all times which file/company is being used when syncing with QuickBooks.
* '''Invoice Charges''' These settings define which charges will be included in invoices by default. All Billable charges that haven't been billed yet and are related to the selected Account, Contract or Ticket record are included in the invoice by default. It is possible to include Not-billable charges in the invoice as well, if you wish to show the customer work performed which is not being billed (e.g. when it is covered by a service contract). When including not-billable charges in the invoice, they do not affect the invoice total amount. Not-billable charges can be added to the invoice on-the-fly from the Invoice Creation Wizard, or you can set the system to always include the not-billable charges in invoices. Possible options:
**'''Display and automatically select not-billable charges''' Selecting this option will always include all not-billable charges in invoices.
**'''Display not-billable charges; do not automatically select them''' Selecting this option will always show the not-billable charges in the Invoice Creation Wizard window, however, these charge will remain un-selected, unless you explicitly select to include them in the Invoice.
**'''Hide not-billable charges''' Selecting this option will never hide the not-billable charges. You can have them included manually while creating the Invoice in the Invoice Creation Wizard. See more details on setting options when running the Invoice Creation Wizard in [[QuickBooks_Link_Invoice_Creation_Options|Invoice Creation Options]]. 
* '''QuickBooks Desktop Options: To be Printed & To be Emailed''' Depending on your QuickBooks edition, Invoices in QuickBooks may include the following options: ‘To be printed’ and ‘To be emailed’. By default, when creating new invoices from RangerMSP, the values for these options are taken from the default settings in QuickBooks. Using the flags in this options window, you can define default values to be used when generating QuickBooks Invoices from within RangerMSP. 
** '''To be Printed''' –
*** By QuickBooks (default) – choosing this option will take the value for this flag from the settings defined in QuickBooks.
*** Yes – choosing Yes will always set the To be Printed as Yes for new invoices created from RangerMSP.
*** No - choosing No will always set the To be Printed as No for new invoices created from RangerMSP. Note that these values can be modified on-the-fly when creating the invoice using the Invoice Creation Wizard.
** '''To be Emailed''' -
*** By QuickBooks (default) – choosing this option will take the value for this flag from the settings defined in QuickBooks.
*** Yes – choosing Yes will always set the To be Printed as Yes for new invoices created from RangerMSP.
*** No - choosing No will always set the To be Printed as No for new invoices created from RangerMSP. Note that these values can be modified on-the-fly when creating the invoice using the Invoice Creation Wizard.

To view additional properties, scroll down as shown in the following screenshot:
[[File:Options_quickbooks_tab_advanced_settings.png‎]]
* '''Invoice Lines Content''' Here you can select which data you want to include in each invoice line. This will affect all invoices being created via the QuickBooks Invoice Creation Wizard. Data which can be added to Invoices:
** Date
** Date & Time
** Employee name
** Ticket Number
** Contract Code
** Item Code
** Item Name
** Insert blank lines between each invoice line
* '''Advanced Settings''' The Advanced Settings deal with default items created in QuickBooks for un-synced items. In cases when charged Items in RangerMSP were not synchronized with QuickBooks Item, the invoice cannot be created because can't link to an Item in QuickBooks. To make the invoicing process easier and smoother, RangerMSP-QuickBooks Link automatically creates default Items in QuickBooks for such cases. These items can be managed in this window. See more details in [[QuickBooks_Link_Invoice_Creation_Options#Using_Special_QuickBooks_Items_and_Accounts|Using Special QuickBooks Items and Accounts]].

==See Also==
*[[QuickBooks Link Account Options]]
*[[QuickBooks Link Items Options]]
*[[QuickBooks Link Invoice Creation Options]]
*[[QuickBooks Link Charges Options]]
*[[QuickBooks Link Advanced Topics]]
**[[QuickBooks Link Advanced Topics#Changing Path/Company File|Changing Path/Company File]]
**[[QuickBooks Link Advanced Topics#Starting a New Financial Year in QuickBooks|Starting a New Financial Year in QuickBooks]]
**[[QuickBooks Link Advanced Topics#Introduction to RangerMSP Service Tickets|Introduction to RangerMSP Service Tickets]]
**[[QuickBooks Link Advanced Topics#Introduction to Contracts|Introduction to Contracts]]
**[[QuickBooks Link Advanced Topics#Detailed Installation Instructions for RangerMSP-QuickBooks Link|Detailed Installation Instructions for RangerMSP-QuickBooks Link]]
*[[Billing]]
*[[QuickBooks FAQ]]
*[[QuickBooks_Link_Troubleshooting|RangerMSP QuickBooks Link Troubleshooting]]
*[[Switching_to_QuickBooks_Online_from_QuickBooks_Desktop|Switching to QuickBooks Online from QuickBooks Desktop]]

[[Category:Setup]]
[[Category:User Manuals]]
[[Category:Billing]]

Main Page

2022-09-19T13:44:39Z

Dina: /* Popular Forum Threads */

{| id="mp-topbanner" style="width:100%; background:#ffffff; margin-top:1.2em; border:1px solid Silver;"
| style="width:56%; color:#000;" |

{| style="width:280px; border:none; background:#ffffff; margin-left:28%"
| style="width:280px; text-align:center; white-space:nowrap; color:#000;" |
<div style="font-size:180%; border:none; margin:0; padding:.1em; color:#000;">Welcome to the RangerMSP Wiki</div>
<div style="top:+0.2em; font-size:120%;">RangerMSP Support Documentation Center.</div>

|}

| style="width:16%; font-size:95%;" |
* [http://{{SERVERNAME}}/free-trial/free-trial-download/ Download RangerMSP]
* [http://{{SERVERNAME}}/forum/ Forums]
* [http://{{SERVERNAME}}/products/reasons-why/ Why RangerMSP?]
* [http://{{SERVERNAME}}/about-us/ About us]
|}

{{Col}}
 
=New to RangerMSP?=

*[[Introduction|Introduction to RangerMSP]]
*[[Getting Started|Getting Started]]
*[[#Setup & Installation|Setup & Installation]]
*[[FAQ]]

 

=Documentation=
*[[#Getting Started|Getting Started]]
*[[#Setup & Installation|Setup & Installation]]
*[[#Work Flows|Work Flows]]
*[[#User Manuals|User Manuals]]
*[[#Office Management|Office Management]]
*[[#Service Management|Service Management]]
*[[#Billing|Billing]]
*[[#Import and Export|Import and Export]]
*[[#Customization|Customization]]
*[[#Privileges|Privileges]]
*[[#Integration|Integration]]
*[[#FAQ|FAQ]]
*[[:Category:KB|RangerMSP KB Articles]]

{{Break}}

=Popular Forum Threads=
*[http://{{SERVERNAME}}/support/version-update/ New RangerMSP 30 Release!]
*[http://{{SERVERNAME}}/forum/showthread.php?t=1208 Running an IT Services Business Forum ]
*[http://{{SERVERNAME}}/forum/showthread.php?t=1037 The IT Toolbox – Community Based Resources for IT Professionals]
 

=Recent KB Articles=
*[[KB:_Keeping_Your_Customers_In_Touch_With_You|Keeping Your Customers In Touch With You]]
*[[KB:_Integrating_Wiki_Search_Into_Your_Browser|Integrating WIki Search Into Your Browser]]
*[[KB:_Direct_Dialing_Using_a_Modern_Phone_System|Direct Dialing Using a Modern Phone System]]
*[[KB:_How_To_Rename_Fields|How To Rename Fields]]
*[[KB:_Setting_up_the_software_with_Terminal_Services|Setting Up the Software with Terminal Services]]
*[[KB:_How_To_Create_Tickets_On_Behalf_of_Your_Customers_Using_Emails|How To Create Tickets On Behalf of Your Customers Using Emails]]
{{Colend}}


==[[Getting_Started|Getting Started]]==

*[[Introduction|Introduction to RangerMSP]]
*[[Software Installation|Software Installation]]
 

==[[Setup|Setup & Installation]]==
'''Client'''
*[[Software Installation|Software Installation]]
*[[Accounts | Account Setup]]
*[[Employees | Employee Setup]]
*[[Privileges | Privileges Setup]]
*[[Import and Export]]
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]]
*[[Xero_Link|RangerMSP-Xero Link]]

'''Server'''
*[[Software Installation|Software Installation]]
*[[Web Interface|RangerMSP Web Interface]]
*[[Email Connector|RangerMSP Email Connector Setup]] , [[Ticket_Management#Email_Distribution_via_Email_Connector|Email Threading via RangerMSP Email Connector]]
*[[Alerts Server|RangerMSP Alerts Server]]
*[[Report Scheduler|RangerMSP Report Scheduler]]
*[[MSP_Integration_Setup|RMM/MSP Systems Integration]]
*[[GFI_MAX_Link|GFI MAX Link Setup Guide]]
*[[Continuum_Link|Continuum Link Setup Guide]]
*[[SQL Database Installation Guide | SQL Database for RangerMSP Installation Guide (for registered users)]]
*[[SQL Database for Trial Users|SQL Database for Trial Users]]

 

==[[Work_Flows|Work Flows]]==
*[[Tickets|Ticket Lifecycle]]
*[[Ticket Management]]
*[[Billing Lifecycle]]
*[[Project Management]]
*[[Recurring Contracts]]
*[[SLA|Service Level Agreements (SLA)]]
*[[Over-used Hours]]
*[[Rolling-over Hours]]
*[[Asset Warranties]]
*[[Preventive Maintenance]]
*[[Return Material Authorization (RMA)]]
*[[Barcodes and Assets]]
*[[Sales|Sales Management]]
*[[Activity Templates]]
*[[Managing Quotes]]
*[[Filters|Searching with Filters]]
 

==[[User_Manuals|User Manuals]]==
*[[Billing]]
*[[Assets]]
*[[Sales]]
*[[Accounts]]
*[[Ticket Management]]
*[[Quotes]]
*[[SLA|Service Level Agreements (SLA)]]
*[[Password Manager]]
*[[Knowledge Base]]
*[[Activity Templates]]
*[[Email Templates]]
*[[Documents]]
*[[Filters|Using Filters]]
*[[Statistics Board]]
*[[Web Interface|RangerMSP Web Interface]]
*[[Generating_Reports_User_Guide|Generating Reports]]
*[[Report_Designer_User_Guide|Report Designer]]
*[[To-do Lists]]

'''Integration'''
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Xero_Link|RangerMSP-Xero Link]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[Office_365_Sync|Office 365 Calendar Sync for RangerMSP]]
*[[Email Connector|RangerMSP Email Connector]]
*[[Alerts Server|RangerMSP Alerts Server]]
*[[Report Scheduler|RangerMSP Report Scheduler]]
*[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]]
*[[MSP_Integration_Setup|MSP Systems Integration]]
*[[API Developers Guide|API Developers Guide]]

 

==[[Office_Management|Office Management]]==
*[[Accounts]]
*[[Employees]]
*[[Subcontractors]]
*[[Privileges]]
*[[Documents]]
*[[Documents#Using Word Merge Templates|Word Templates]]
*[[Email Templates]]
*[[Documents#Managing Outlook Emails within RangerMSP|Filing Emails]]
*[[History]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[Sales|Sales Management]]
*[[Quotes]]
*[[Statistics Board]]
*[[Filters|Searching with Filters]]
*[[Reports|Reports]]
 

==[[Service_Management|Service Management]]==
*[[Ticket Management]]
*[[Tickets|Ticket Lifecycle]]
*[[Tickets#Dispatch the Ticket|Dispatcher]]
*[[Assets]]
*[[Managing Quotes]]
*[[Activity Templates]]
*[[Email Templates]]
*[[Knowledge Base]]
*[[Billing]]
 

==[[Billing_Topics|Billing]]==
*[[Billing|Billing User Guide]]
*[[Items]]
*[[Charges]]
*[[Charges#Using_the_Timer_to_Add_Charges|Timer]]
*[[Charges#Tracking_Time_Spent|Time Tracking]]
*[[Contracts]]
*[[Custom Pricing]]
*[[SLA|Service Level Agreements (SLA)]]
*[[Contract-Price Charges|Billing for Your Contracts]]
*[[Recurring Contracts]]
*[[Charges#Charging Using Taxes|Taxes]]
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Xero_Link|RangerMSP-Xero Link]]
*[[Charges#Using RangerMSP Charge Reports|Reports]]
 

==[[Import_and_Export|Import and Export]]==
*[[Import Accounts]]
*[[Import_Accounts#Importing_Secondary_Contacts|Import Contacts]]
*[[Import Tickets]]
*[[Import Assets]]
*[[Import Items]]
*[[Import Charges]]
*[[Import Passwords]]
*[[Import Notes]]
*[[Documents#Importing Existing Documents|Import Documents]]
*[[Knowledge Base#Importing Articles|Import Knowledge Base Articles]]
*[[Importing from QuickBooks]]
*[[Syncing Accounts with Outlook|Import from Outlook (RangerMSP-Outlook Sync)]]
*[[Import and Export FAQ]]
*[[Import_and_Export_FAQ#Can_I_export_data_from_RangerMSP.3F|Export Data]]
*[[Community_Sharing_Center|Community Sharing Center]]
 

==[[Customization|Customization]]==
*[[Field Customization]]
*[[Report Customization]]
*[[Activity Templates]]
*[[Email Templates]]
*[[Filters]]
*[[API Developers Guide|RangerMSP API Developers Guide]]
*[[Customization FAQ]]
 

==[[Privileges|Privileges]]==
*[[Employee Privileges]]
*[[Subcontractors#Subcontractors_Permissions|Subcontractors Privileges]]
*[[Customer Privileges]]
*[[Privileges_FAQ|Privileges FAQ]]
 

==[[Integration|Integration]]==
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Xero_Link|RangerMSP-Xero Link]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[Online Services|RangerMSP Online Services]]
*[[API Developers Guide|RangerMSP API Developers Guide]]
*[[API by Email and MSP Integration|API by Email]]
*[[API by Email and MSP Integration|Automated Emails]]
*[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]]
*[[Continuum_Link|RangerMSP-Continuum Link]]
*[[GFI_MAX_Link|RangerMSP-GFI MAX Link]]
*[[MSP_Integration_Setup|MSP Systems Integration]] ([[MSP_Integration_Setup#Kaseya.E2.84.A2|Kaseya™ ]], [[MSP_Integration_Setup#Level_Platforms.E2.84.A2_Managed_Workspace.E2.84.A2|Level Platforms™ Managed Workspace™]], [[MSP_Integration_Setup#N-able.E2.84.A2_N-central.E2.84.A2|N-able™ N-central™]])
*[[Documents#Importing Existing Documents|Import and Export (Excel, CSV, etc.)]]
*[[Documents#Using Word Merge Templates|Word Templates]]
 

==[[FAQ|FAQ]]==
*[[Tickets FAQ|Tickets]]
*[[Contracts FAQ|Contracts]]
*[[Dispatcher & Calendar FAQ|Dispatcher & Calendar]]
*[[Charges FAQ|Charges]]
*[[Items FAQ|Items]]
*[[Reports FAQ|Reports]]
*[[Import and Export FAQ|Import & Export]]
*[[QuickBooks FAQ|QuickBooks]]
*[[Web Interface FAQ|Web Interface]]
*[[Outlook Integration FAQ|Outlook Integration]]
*[[Alerts Server FAQ|Alerts Server]]
*[[Email Connector FAQ|Email Connector]]
*[[Employees & Users FAQ|Employees & Users]]
*[[Documents FAQ|Documents]]
*[[Accounts FAQ|Accounts]]
*[[Assets FAQ|Assets]]
*[[Knowledge Base FAQ|Knowledge Base]]
*[[Activity Templates FAQ|Activity Templates]]
*[[Online Services FAQ|Online Services]]
*[[Customization FAQ|Customization]]
*[[Backup and Restore FAQ|Backup & Restore]]
*[[Global Settings FAQ|Global Settings]]
*[[Labor Rates FAQ|Labor Rates]]
*[[History FAQ|History]]
*[[Privileges FAQ|Privileges]]
*[[Messages FAQ|Messages]]
*[[Taxes FAQ|Taxes]]
 

__NOTOC__

Microsoft 365 Modern Authentication For Email (OAuth)

2022-09-15T10:14:49Z

Dina:

File:365 auth reset.png

2022-09-15T10:14:30Z

Dina:

Microsoft 365 Modern Authentication For Email (OAuth)

2022-09-15T09:18:49Z

Dina:

<pre style="color: red">Important: RangerMSP version 30 or above is required for configuring access to Microsoft 365 mail servers using OAuth.</pre>

__TOC__

=Prerequisites=

Open your default browser and go to [https://login.microsoftonline.com https://login.microsoftonline.com]

If you are logged in with any of your users, click the user avatar and '''Sign out'''.

[[File:365_log_out.png]]

This step is IMPORTANT and will prevent accidentally granting access to the wrong mailbox, e.g., yours.

=Configuring RangerMSP with OAuth=

To configure RangerMSP to connect to Microsoft 365 mail servers, follow the steps below:

# Run <Installation_DIR>\RangerMSP\Server\ServerConfig.exe.> 
#Under the ‘Outgoing Mail Server’ tab, select the option ‘Use OAuth 2 to connect to Microsoft 365’. [[File:Smtp_oauth_settings.png]] 
#'''You must authorize RangerMSP in Microsoft 365.''' For this to work:
##Click the ‘'''''Send Test Email'''''’ button.
##Specify the ‘'''''To'''''’ email address that will be used for sending the test email message.
##Click the ‘Send Test Email Now’ button: [[File:Send_test_email_smtp.png]] 
##Follow the Microsoft 365 flow in your browser to log into your Microsoft 365 using the SAME 365 user account that owns the mailbox you are trying to use (i.e., defined as the username in ServerConfig utility). Note: if you are already logged into 365 using another account, please log out - BEFORE starting the entire test-email process. [[File:Ms365_signin.png]] [[File:Case1_sample.png]] 
##The following page is displayed. Click the ‘Accept’ button whenever you are ready to authorize RangerMSP. [[File:365_permissions_request.png]] [[File:Authorization_success.png]] 
##The SMTP send-email test should show that it completed successfully: [[File:Smtp_test_completed.png]] 
#Under the ‘'''''Email Connector'''''’ tab, you configure the same for inbound email under the ‘'''''Incoming Email Settings'''''’ section. Select '''''Use OAuth 2 to connect to Microsoft 365'''''. Next - click the ‘'''''Test Server Settings'''''’ button. [[File:Pop_test_server_settings.png]] '''NOTE:''' If you have not authorized RangerMSP in Microsoft 365 yet, a browser window will open asking you to approve RangerMSP, as explained above. A connection attempt to your mailbox at Microsoft 365 will run, and if everything is configured correctly, you will be prompted about a successful connection to Microsoft 365 POP3 servers.[[File:Pop_test_completed.png]] 
#Click '''OK''' to save your new settings. [[File:Serverconfig_save_settings.png]] 
#'''Finally, you must RESTART the ‘CRM Server’ Windows service on your server for the changes to apply and take effect immediately.'''

DONE!
 

=Troubleshooting=
==Case 1==

The browser shows “'''Successfully connected'''” however:

POP3 connection test fails with error:

'''''500 -ERR Authentication failure: unknown user name or bad password'''''

And/or SMTP test fails with error:

'''''535 5.7.3 Authentication unsuccessful'''''

This error might show when the username set in the ServerConfig utility for sending emails (SMTP) or receiving emails (POP3) does NOT match and is different from the 365 user account, which was for signing into the 365 portal and authenticating RangerMSP access to the mailbox.

[https://docs.microsoft.com/en-us/exchange/mail-flow-best-practices/fix-issues-with-printers-scanners-and-lob-applications-that-send-email-using-off#fix-issues-with-smtp-client-submission Microsoft's website] includes detailed information about such errors.

 

'''Solution:'''
#Open your default browser and visit [https://login.microsoftonline.com https://login.microsoftonline.com]. If you are logged in with any 365 user account, click the user avatar and select the Sign out option. 
#Run RangerMSP’s ServerConfig utility - If testing an outbound email failed with the above error - Visit the '''''Outgoing Mail Server''''' tab and click the '''''Send Test Email''''' button. If testing an inbound email connection failed with the error above - Visit the '''''Email Connector''''' tab and click the '''''Test Server Settings''''' button. 
#Follow the Microsoft 365 flow in your browser to log into your Microsoft 365. Important: You MUST sign in with the SAME 365 user account that owns the mailbox you are trying to use, and - it should be the SAME one defined in ServerConfig utility. [[File:Case1_sample.png]] 
#In case you were not prompted to sign in, and the browser used a previously logged-in user, you should sign out and try again. In case this does not help, clearing the browser cache may be required.
 

==Case 2==
The browser shows '''“Successfully connected'''” however, testing SMTP by sending a test email fails with the following error -

'''''535 5.7.139 Authentication unsuccessful, SmtpClientAuthentication is disabled for the tenant. Visit https://aka.ms/smtp_auth_disabled for more information.'''''

 

'''Solution:'''

The error means that SMTP authentication is disabled for this mailbox.

This [https://aka.ms/smtp_auth_disabled article] (also [https://docs.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission here]) explains how to enable SMTP authentication for the whole organization or only for some mailboxes.

The article will guide you to the following settings where the ‘Authenticated SMTP’ option should be selected (see below). After enabling it, try again.

[[File:Smtp_auth.png]]

Microsoft 365 Modern Authentication For Email (OAuth)

2022-09-14T10:47:11Z

Dina:

<pre style="color: red">Important: RangerMSP version 30 or above is required for configuring access to Microsoft 365 mail servers using OAuth.</pre>

__TOC__

=Prerequisites=

Open your default browser and go to [https://login.microsoftonline.com https://login.microsoftonline.com]

If you are logged in with any of your users, click the user avatar and '''Sign out'''.

[[File:365_log_out.png]]

This step is IMPORTANT and will prevent accidentally granting access to the wrong mailbox, e.g., yours.

=Configuring RangerMSP with OAuth=

To configure RangerMSP to connect to Microsoft 365 mail servers, follow the steps below:

# Run <Installation_DIR>\RangerMSP\Server\ServerConfig.exe.> 
#Under the ‘Outgoing Mail Server’ tab, select the option ‘Use OAuth 2 to connect to Microsoft 365’. [[File:Smtp_oauth_settings.png]] 
#'''You must authorize RangerMSP in Microsoft 365.''' For this to work:
##Click the ‘'''''Send Test Email'''''’ button.
##Specify the ‘'''''To'''''’ email address that will be used for sending the test email message.
##Click the ‘Send Test Email Now’ button: [[File:Send_test_email_smtp.png]] 
##Follow the Microsoft 365 flow in your browser to log into your Microsoft 365 using a privileged 365 user, ideally your 365 administrator user. Note: if you are already logged into 365 using another non-privileged account, please first log out - before starting the entire test-email process. [[File:Ms365_signin.png]] 
##The following page is displayed. Click the ‘Accept’ button whenever you are ready to authorize RangerMSP. [[File:365_permissions_request.png]] [[File:Authorization_success.png]] 
##The SMTP send-email test should show that it completed successfully: [[File:Smtp_test_completed.png]] 
#Under the ‘'''''Email Connector'''''’ tab, you configure the same for inbound email under the ‘'''''Incoming Email Settings'''''’ section. Select '''''Use OAuth 2 to connect to Microsoft 365'''''. Next - click the ‘'''''Test Server Settings'''''’ button. [[File:Pop_test_server_settings.png]] '''NOTE:''' If you have not authorized RangerMSP in Microsoft 365 yet, a browser window will open asking you to approve RangerMSP, as explained above. A connection attempt to your mailbox at Microsoft 365 will run, and if everything is configured correctly, you will be prompted about a successful connection to Microsoft 365 POP3 servers.[[File:Pop_test_completed.png]] 
#Click '''OK''' to save your new settings. [[File:Serverconfig_save_settings.png]] 
#'''Finally, you must RESTART the ‘CRM Server’ Windows service on your server for the changes to apply and take effect immediately.'''

DONE!
 

=Troubleshooting=
==Case 1==

The browser shows “'''Successfully connected'''” however:

POP3 connection test fails with error:

'''''500 -ERR Authentication failure: unknown user name or bad password'''''

And/or SMTP test fails with error:

'''''535 5.7.3 Authentication unsuccessful'''''

This error might show when the username set in the ServerConfig utility for sending emails (SMTP) or receiving emails (POP3) does NOT match and is different from the 365 user account, which was for signing into the 365 portal and authenticating RangerMSP access to the mailbox.

[https://docs.microsoft.com/en-us/exchange/mail-flow-best-practices/fix-issues-with-printers-scanners-and-lob-applications-that-send-email-using-off#fix-issues-with-smtp-client-submission Microsoft's website] includes detailed information about such errors.

 

'''Solution:'''
#Open your default browser and visit [https://login.microsoftonline.com https://login.microsoftonline.com]. If you are logged in with any 365 user account, click the user avatar and select the Sign out option. 
#Run RangerMSP’s ServerConfig utility - If testing an outbound email failed with the above error - Visit the '''''Outgoing Mail Server''''' tab and click the '''''Send Test Email''''' button. If testing an inbound email connection failed with the error above - Visit the '''''Email Connector''''' tab and click the '''''Test Server Settings''''' button. 
#Follow the Microsoft 365 flow in your browser to log into your Microsoft 365. Important: You MUST sign in with the SAME 365 user account that owns the mailbox you are trying to use, and - it should be the SAME one defined in ServerConfig utility. [[File:Case1_sample.png]] 
#In case you were not prompted to sign in, and the browser used a previously logged-in user, you should sign out and try again. In case this does not help, clearing the browser cache may be required.
 

==Case 2==
The browser shows '''“Successfully connected'''” however, testing SMTP by sending a test email fails with the following error -

'''''535 5.7.139 Authentication unsuccessful, SmtpClientAuthentication is disabled for the tenant. Visit https://aka.ms/smtp_auth_disabled for more information.'''''

 

'''Solution:'''

The error means that SMTP authentication is disabled for this mailbox.

This [https://aka.ms/smtp_auth_disabled article] (also [https://docs.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission here]) explains how to enable SMTP authentication for the whole organization or only for some mailboxes.

The article will guide you to the following settings where the ‘Authenticated SMTP’ option should be selected (see below). After enabling it, try again.

[[File:Smtp_auth.png]]

Microsoft 365 Modern Authentication For Email (OAuth)

2022-09-14T10:06:36Z

Dina:

<pre style="color: red">Important: RangerMSP version 30 or above is required for configuring access to Microsoft 365 mail servers using OAuth.</pre>

__TOC__

=Prerequisites=

Open your default browser and go to [https://login.microsoftonline.com https://login.microsoftonline.com]

If you are logged in with any of your users, click the user avatar and '''Sign out'''.

[[File:365_log_out.png]]

This step is IMPORTANT and will prevent accidentally granting access to the wrong mailbox, e.g., yours.

=Configuring RangerMSP with OAuth=

To configure RangerMSP to connect to Microsoft 365 mail servers, follow the steps below:

# Run <Installation_DIR>\RangerMSP\Server\ServerConfig.exe.> 
#Under the ‘Outgoing Mail Server’ tab, select the option ‘Use OAuth 2 to connect to Microsoft 365’. [[File:Smtp_oauth_settings.png]] 
#'''You must authorize RangerMSP in Microsoft 365.''' For this to work:
##Click the ‘'''''Send Test Email'''''’ button.
##Specify the ‘'''''To'''''’ email address that will be used for sending the test email message.
##Click the ‘Send Test Email Now’ button: [[File:Send_test_email_smtp.png]] 
##Follow the Microsoft 365 flow in your browser to log into your Microsoft 365 using a privileged 365 user, ideally your 365 administrator user. Note: if you are already logged into 365 using another non-privileged account, please first log out - before starting the entire test-email process. [[File:Ms365_signin.png]] 
##The following page is displayed. Click the ‘Accept’ button whenever you are ready to authorize RangerMSP. [[File:365_permissions_request.png]] [[File:Authorization_success.png]] 
##The SMTP send-email test should show that it completed successfully: [[File:Smtp_test_completed.png]] 
#Under the ‘'''''Email Connector'''''’ tab, you configure the same for inbound email under the ‘'''''Incoming Email Settings'''''’ section. Select '''''Use OAuth 2 to connect to Microsoft 365'''''. Next - click the ‘'''''Test Server Settings'''''’ button. [[File:Pop_test_server_settings.png]] '''NOTE:''' If you have not authorized RangerMSP in Microsoft 365 yet, a browser window will open asking you to approve RangerMSP, as explained above. A connection attempt to your mailbox at Microsoft 365 will run, and if everything is configured correctly, you will be prompted about a successful connection to Microsoft 365 POP3 servers.[[File:Pop_test_completed.png]] 
#Click '''OK''' to save your new settings. [[File:Serverconfig_save_settings.png]] 
#'''Finally, you must RESTART the ‘CRM Server’ Windows service on your server for the changes to apply and take effect immediately.'''

DONE!
 

=Troubleshooting=
==Case 1==

The browser shows “'''Successfully connected'''” however:

POP3 connection test fails with error:

'''''500 -ERR Authentication failure: unknown user name or bad password'''''

And/or SMTP test fails with error:

'''''535 5.7.3 Authentication unsuccessful'''''

This error might show when the username set in the ServerConfig utility for sending emails (SMTP) or receiving emails (POP3) does NOT match and is different from the 365 user account, which was for signing into the 365 portal and authenticating RangerMSP access to the mailbox.

[https://docs.microsoft.com/en-us/exchange/mail-flow-best-practices/fix-issues-with-printers-scanners-and-lob-applications-that-send-email-using-off#fix-issues-with-smtp-client-submission Microsoft's website] includes detailed information about such errors.

 

'''Solution:'''
#Open your default browser and visit [https://login.microsoftonline.com https://login.microsoftonline.com]. If you are logged in with any 365 user account, click the user avatar and select the Sign out option. 
#Run RangerMSP’s ServerConfig utility - If testing an outbound email failed with the above error - Visit the '''''Outgoing Mail Server''''' tab and click the '''''Send Test Email''''' button. If testing an inbound email connection failed with the error above - Visit the '''''Email Connector''''' tab and click the '''''Test Server Settings''''' button. 
#Follow the Microsoft 365 flow in your browser to log into your Microsoft 365. Important: You MUST sign in with the SAME 365 user account that owns the mailbox you are trying to use, and - it should be the SAME one defined in ServerConfig utility. [[File:Case1_sample.png]] 
#In case you were not prompted to sign in, and the browser used a previously logged-in user, you should sign out and try again. In case this does not help, clearing the browser cache may be required.
 

==Case 2==
The browser shows '''“Successfully connected'''” however, testing SMTP by sending a test email fails with the following error -

'''''535 5.7.139 Authentication unsuccessful, SmtpClientAuthentication is disabled for the tenant. Visit https://aka.ms/smtp_auth_disabled for more information.'''''

 

'''Solution:'''
The error means that SMTP authentication is disabled for this mailbox.

This [https://aka.ms/smtp_auth_disabled article] (also [https://docs.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission here]) explains how to enable SMTP authentication for the whole organization or only for some mailboxes.

The article will guide you to the following settings where the ‘Authenticated SMTP’ option should be selected (see below). After enabling it, try again.

[[File:Smtp_auth.png]]

File:Serverconfig save settings.png

2022-09-14T10:06:33Z

Dina: Dina uploaded a new version of "File:Serverconfig save settings.png"

File:Case1 sample.png

2022-09-14T10:02:29Z

Dina:

File:Ms365 signin.png

2022-09-14T09:58:19Z

Dina: Dina uploaded a new version of "File:Ms365 signin.png"

File:Pop test server settings.png

2022-09-14T09:50:11Z

Dina: Dina uploaded a new version of "File:Pop test server settings.png"

File:Smtp oauth settings.png

2022-09-14T09:45:03Z

Dina: Dina uploaded a new version of "File:Smtp oauth settings.png"

Microsoft 365 Modern Authentication For Email (OAuth)

2022-09-14T09:39:29Z

Dina:

<pre style="color: red">Important: RangerMSP version 30 or above is required for configuring access to Microsoft 365 mail servers using OAuth.</pre>

__TOC__

=Prerequisites=

Open your default browser and go to [https://login.microsoftonline.com https://login.microsoftonline.com]

If you are logged in with any of your users, click the user avatar and '''Sign out'''.

[[File:365_log_out.png]]

This step is IMPORTANT and will prevent accidentally granting access to the wrong mailbox, e.g., yours.

=Configuring RangerMSP with OAuth=

To configure RangerMSP to connect to Microsoft 365 mail servers, follow the steps below:

# Run <Installation_DIR>\RangerMSP\Server\ServerConfig.exe.> 
#Under the ‘Outgoing Mail Server’ tab, select the option ‘Use OAuth 2 to connect to Microsoft 365’. [[File:Smtp_oauth_settings.png]] 
#'''You must authorize RangerMSP in Microsoft 365.''' For this to work:
##Click the ‘'''''Send Test Email'''''’ button.
##Specify the ‘'''''To'''''’ email address that will be used for sending the test email message.
##Click the ‘Send Test Email Now’ button: [[File:Send_test_email_smtp.png]] 
##Follow the Microsoft 365 flow in your browser to log into your Microsoft 365 using a privileged 365 user, ideally your 365 administrator user. Note: if you are already logged into 365 using another non-privileged account, please first log out - before starting the entire test-email process. [[File:Ms365_signin.png]] 
##The following page is displayed. Click the ‘Accept’ button whenever you are ready to authorize RangerMSP. [[File:365_permissions_request.png]] [[File:Authorization_success.png]] 
##The SMTP send-email test should show that it completed successfully: [[File:Smtp_test_completed.png]] 
#Under the ‘'''''Email Connector'''''’ tab, you configure the same for inbound email under the ‘'''''Incoming Email Settings'''''’ section. Select '''''Use OAuth 2 to connect to Microsoft 365'''''. Next - click the ‘'''''Test Server Settings'''''’ button. [[File:Pop_test_server_settings.png]] '''NOTE:''' If you have not authorized RangerMSP in Microsoft 365 yet, a browser window will open asking you to approve RangerMSP, as explained above. A connection attempt to your mailbox at Microsoft 365 will run, and if everything is configured correctly, you will be prompted about a successful connection to Microsoft 365 POP3 servers.[[File:Pop_test_completed.png]] 
#Click '''OK''' to save your new settings. [[File:Serverconfig_save_settings.png]] 
#'''Finally, you must RESTART the ‘CRM Server’ Windows service on your server for the changes to apply and take effect immediately.'''

DONE!
 

=Troubleshooting=
==Case 1==

The browser shows “'''Successfully connected'''” however:

POP3 connection test fails with error:

'''''500 -ERR Authentication failure: unknown user name or bad password'''''

And/or SMTP test fails with error:

'''''535 5.7.3 Authentication unsuccessful'''''

This error might show when the username set in the ServerConfig utility for sending emails (SMTP) or receiving emails (POP3) does NOT match and is different from the 365 user account, which was for signing into the 365 portal and authenticating RangerMSP access to the mailbox.

[https://docs.microsoft.com/en-us/exchange/mail-flow-best-practices/fix-issues-with-printers-scanners-and-lob-applications-that-send-email-using-off#fix-issues-with-smtp-client-submission Microsoft's website] includes detailed information about such errors.

 

'''Solution:'''
#Open your default browser and visit [https://login.microsoftonline.com https://login.microsoftonline.com]. If you are logged in with any 365 user account, click the user avatar and select the Sign out option. 
#Run RangerMSP’s ServerConfig utility - If testing an outbound email failed with the above error - Visit the '''''Outgoing Mail Server''''' tab and click the '''''Send Test Email''''' button. If testing an inbound email connection failed with the error above - Visit the '''''Email Connector''''' tab and click the '''''Test Server Settings''''' button. 
#Follow the Microsoft 365 flow in your browser to log into your Microsoft 365.
Important: You MUST sign in with the SAME 365 user account that owns the mailbox you are trying to use, and - it should be the SAME one defined in ServerConfig utility. 
#In case you were not prompted to sign in, and the browser used a previously logged-in user, you should sign out and try again. In case this does not help, clearing the browser cache may be required.
 

==Case 2==
The browser shows '''“Successfully connected'''” however, testing SMTP by sending a test email fails with the following error -

'''''535 5.7.139 Authentication unsuccessful, SmtpClientAuthentication is disabled for the tenant. Visit https://aka.ms/smtp_auth_disabled for more information.'''''

 

'''Solution:'''
The error means that SMTP authentication is disabled for this mailbox.

This [https://aka.ms/smtp_auth_disabled article] (also [https://docs.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission here]) explains how to enable SMTP authentication for the whole organization or only for some mailboxes.

The article will guide you to the following settings where the ‘Authenticated SMTP’ option should be selected (see below). After enabling it, try again.

[[File:Smtp_auth.png]]

File:Smtp auth.png

2022-09-14T09:36:18Z

Dina:

File:365 log out.png

2022-09-14T08:44:39Z

Dina:

File:365 permissions request.png

2022-08-28T07:12:34Z

Dina: Dina uploaded a new version of "File:365 permissions request.png"

Microsoft 365 Modern Authentication For Email (OAuth)

2022-08-25T14:02:58Z

Dina:

<pre style="color: red">Important: RangerMSP version 30 or above is required for configuring access to Microsoft 365 mail servers using OAuth.</pre>

To configure RangerMSP to connect to Microsoft 365 mail servers, follow the steps below:

# Run <Installation_DIR>\RangerMSP\Server\ServerConfig.exe.> 
#Under the ‘Outgoing Mail Server’ tab, select the option ‘Use OAuth 2 to connect to Microsoft 365’. [[File:Smtp_oauth_settings.png]] 
#'''You must authorize RangerMSP in Microsoft 365.''' For this to work:
##Click the ‘'''''Send Test Email'''''’ button.
##Specify the ‘'''''To'''''’ email address that will be used for sending the test email message.
##Click the ‘Send Test Email Now’ button: [[File:Send_test_email_smtp.png]] 
##Follow the Microsoft 365 flow in your browser to log into your Microsoft 365 using a privileged 365 user, ideally your 365 administrator user. Note: if you are already logged into 365 using another non-privileged account, please first log out - before starting the entire test-email process. [[File:Ms365_signin.png]] 
##The following page is displayed. Click the ‘Accept’ button whenever you are ready to authorize RangerMSP. [[File:365_permissions_request.png]] [[File:Authorization_success.png]] 
##The SMTP send-email test should show that it completed successfully: [[File:Smtp_test_completed.png]] 
#Under the ‘'''''Email Connector'''''’ tab, you configure the same for inbound email under the ‘'''''Incoming Email Settings'''''’ section. Select '''''Use OAuth 2 to connect to Microsoft 365'''''. Next - click the ‘'''''Test Server Settings'''''’ button. [[File:Pop_test_server_settings.png]] '''NOTE:''' If you have not authorized RangerMSP in Microsoft 365 yet, a browser window will open asking you to approve RangerMSP, as explained above. A connection attempt to your mailbox at Microsoft 365 will run, and if everything is configured correctly, you will be prompted about a successful connection to Microsoft 365 POP3 servers.[[File:Pop_test_completed.png]] 
#Click '''OK''' to save your new settings. [[File:Serverconfig_save_settings.png]] 
#'''Finally, you must RESTART the ‘CRM Server’ Windows service on your server for the changes to apply and take effect immediately.'''

Microsoft 365 Modern Authentication For Email (OAuth)

2022-08-25T13:47:54Z

Dina:

Important: RangerMSP version 30 or above is required for configuring access to Microsoft 365 mail servers using OAuth.

To configure RangerMSP to connect to Microsoft 365 mail servers, follow the steps below:

# Run <Installation_DIR>\RangerMSP\Server\ServerConfig.exe.> 
#Under the ‘Outgoing Mail Server’ tab, select the option ‘Use OAuth 2 to connect to Microsoft 365’. [[File:Smtp_oauth_settings.png]] 
#'''You must authorize RangerMSP in Microsoft 365.''' For this to work:
##Click the ‘'''''Send Test Email'''''’ button.
##Specify the ‘'''''To'''''’ email address that will be used for sending the test email message.
##Click the ‘Send Test Email Now’ button: [[File:Send_test_email_smtp.png]] 
##Follow the Microsoft 365 flow in your browser to log into your Microsoft 365 using a privileged 365 user, ideally your 365 administrator user. Note: if you are already logged into 365 using another non-privileged account, please first log out - before starting the entire test-email process. [[File:Ms365_signin.png]] 
##The following page is displayed. Click the ‘Accept’ button whenever you are ready to authorize RangerMSP. [[File:365_permissions_request.png]] [[File:Authorization_success.png]] 
##The SMTP send-email test should show that it completed successfully: [[File:Smtp_test_completed.png]] 
#Under the ‘'''''Email Connector'''''’ tab, you configure the same for inbound email under the ‘'''''Incoming Email Settings'''''’ section. Select '''''Use OAuth 2 to connect to Microsoft 365'''''. Next - click the ‘'''''Test Server Settings'''''’ button. [[File:Pop_test_server_settings.png]] '''NOTE:''' If you have not authorized RangerMSP in Microsoft 365 yet, a browser window will open asking you to approve RangerMSP, as explained above. A connection attempt to your mailbox at Microsoft 365 will run, and if everything is configured correctly, you will be prompted about a successful connection to Microsoft 365 POP3 servers.[[File:Pop_test_completed.png]] 
#Click '''OK''' to save your new settings. [[File:Serverconfig_save_settings.png]] 
#'''Finally, you must RESTART the ‘CRM Server’ Windows service on your server for the changes to apply and take effect immediately.'''

File:Serverconfig save settings.png

2022-08-25T13:46:03Z

Dina:

Microsoft 365 Modern Authentication For Email (OAuth)

2022-08-25T13:45:51Z

Dina:

Important: RangerMSP version 30 or above is required for configuring access to Microsoft 365 mail servers using OAuth.

To configure RangerMSP to connect to Microsoft 365 mail servers, follow the steps below:

# Run <Installation_DIR>\RangerMSP\Server\ServerConfig.exe.> 
#Under the ‘Outgoing Mail Server’ tab, select the option ‘Use OAuth 2 to connect to Microsoft 365’. [[File:Smtp_oauth_settings.png]] 
#'''You must authorize RangerMSP in Microsoft 365.''' For this to work:
##Click the ‘'''''Send Test Email'''''’ button.
##Specify the ‘'''''To'''''’ email address that will be used for sending the test email message.
##Click the ‘Send Test Email Now’ button: [[File:Send_test_email_smtp.png]] 
##Follow the Microsoft 365 flow in your browser to log into your Microsoft 365 using a privileged 365 user, ideally your 365 administrator user. Note: if you are already logged into 365 using another non-privileged account, please first log out - before starting the entire test-email process. [[File:Ms365_signin.png]]
##The following page is displayed. Click the ‘Accept’ button whenever you are ready to authorize RangerMSP. [[File:365_permissions_request.png]] [[File:Authorization_success.png]]
##The SMTP send-email test should show that it completed successfully: [[File:Smtp_test_completed.png]]
#Under the ‘'''''Email Connector'''''’ tab, you configure the same for inbound email under the ‘'''''Incoming Email Settings'''''’ section. Select '''''Use OAuth 2 to connect to Microsoft 365'''''. Next - click the ‘'''''Test Server Settings'''''’ button. [[File:Pop_test_server_settings.png]] '''NOTE:''' If you have not authorized RangerMSP in Microsoft 365 yet, a browser window will open asking you to approve RangerMSP, as explained above. A connection attempt to your mailbox at Microsoft 365 will run, and if everything is configured correctly, you will be prompted about a successful connection to Microsoft 365 POP3 servers.[[File:Pop_test_completed.png]]
#Click OK to save your new settings. [[File:Serverconfig_save_settings.png]]
#'''Finally, you must RESTART the ‘CRM Server’ Windows service on your server for the changes to apply and take effect immediately.'''

File:Pop test completed.png

2022-08-25T13:44:35Z

Dina:

File:Pop test server settings.png

2022-08-25T13:42:54Z

Dina:

File:Smtp test completed.png

2022-08-25T13:40:41Z

Dina:

File:Authorization success.png

2022-08-25T13:40:21Z

Dina:

File:365 permissions request.png

2022-08-25T13:38:40Z

Dina:

File:Ms365 signin.png

2022-08-25T13:37:48Z

Dina:

Microsoft 365 Modern Authentication For Email (OAuth)

2022-08-25T13:35:14Z

Dina: Created page with "Important: RangerMSP version 30 or above is required for configuring access to Microsoft 365 mail servers using OAuth. To configure RangerMSP to connect to Microsoft 365 mail..."

File:Send test email smtp.png

2022-08-25T13:35:10Z

Dina:

File:Smtp oauth settings.png

2022-08-25T13:32:38Z

Dina:

Main Page

2022-07-25T07:58:49Z

Dina: /* Popular Forum Threads */

{| id="mp-topbanner" style="width:100%; background:#ffffff; margin-top:1.2em; border:1px solid Silver;"
| style="width:56%; color:#000;" |

{| style="width:280px; border:none; background:#ffffff; margin-left:28%"
| style="width:280px; text-align:center; white-space:nowrap; color:#000;" |
<div style="font-size:180%; border:none; margin:0; padding:.1em; color:#000;">Welcome to the RangerMSP Wiki</div>
<div style="top:+0.2em; font-size:120%;">RangerMSP Support Documentation Center.</div>

|}

| style="width:16%; font-size:95%;" |
* [http://{{SERVERNAME}}/free-trial/free-trial-download/ Download RangerMSP]
* [http://{{SERVERNAME}}/forum/ Forums]
* [http://{{SERVERNAME}}/products/reasons-why/ Why RangerMSP?]
* [http://{{SERVERNAME}}/about-us/ About us]
|}

{{Col}}
 
=New to RangerMSP?=

*[[Introduction|Introduction to RangerMSP]]
*[[Getting Started|Getting Started]]
*[[#Setup & Installation|Setup & Installation]]
*[[FAQ]]

 

=Documentation=
*[[#Getting Started|Getting Started]]
*[[#Setup & Installation|Setup & Installation]]
*[[#Work Flows|Work Flows]]
*[[#User Manuals|User Manuals]]
*[[#Office Management|Office Management]]
*[[#Service Management|Service Management]]
*[[#Billing|Billing]]
*[[#Import and Export|Import and Export]]
*[[#Customization|Customization]]
*[[#Privileges|Privileges]]
*[[#Integration|Integration]]
*[[#FAQ|FAQ]]
*[[:Category:KB|RangerMSP KB Articles]]

{{Break}}

=Popular Forum Threads=
*[http://{{SERVERNAME}}/support/version-update/ New RangerMSP 29 Release!]
*[http://{{SERVERNAME}}/forum/showthread.php?t=1208 Running an IT Services Business Forum ]
*[http://{{SERVERNAME}}/forum/showthread.php?t=1037 The IT Toolbox – Community Based Resources for IT Professionals]
 

=Recent KB Articles=
*[[KB:_Keeping_Your_Customers_In_Touch_With_You|Keeping Your Customers In Touch With You]]
*[[KB:_Integrating_Wiki_Search_Into_Your_Browser|Integrating WIki Search Into Your Browser]]
*[[KB:_Direct_Dialing_Using_a_Modern_Phone_System|Direct Dialing Using a Modern Phone System]]
*[[KB:_How_To_Rename_Fields|How To Rename Fields]]
*[[KB:_Setting_up_the_software_with_Terminal_Services|Setting Up the Software with Terminal Services]]
*[[KB:_How_To_Create_Tickets_On_Behalf_of_Your_Customers_Using_Emails|How To Create Tickets On Behalf of Your Customers Using Emails]]
{{Colend}}


==[[Getting_Started|Getting Started]]==

*[[Introduction|Introduction to RangerMSP]]
*[[Software Installation|Software Installation]]
 

==[[Setup|Setup & Installation]]==
'''Client'''
*[[Software Installation|Software Installation]]
*[[Accounts | Account Setup]]
*[[Employees | Employee Setup]]
*[[Privileges | Privileges Setup]]
*[[Import and Export]]
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]]
*[[Xero_Link|RangerMSP-Xero Link]]

'''Server'''
*[[Software Installation|Software Installation]]
*[[Web Interface|RangerMSP Web Interface]]
*[[Email Connector|RangerMSP Email Connector Setup]] , [[Ticket_Management#Email_Distribution_via_Email_Connector|Email Threading via RangerMSP Email Connector]]
*[[Alerts Server|RangerMSP Alerts Server]]
*[[Report Scheduler|RangerMSP Report Scheduler]]
*[[MSP_Integration_Setup|RMM/MSP Systems Integration]]
*[[GFI_MAX_Link|GFI MAX Link Setup Guide]]
*[[Continuum_Link|Continuum Link Setup Guide]]
*[[SQL Database Installation Guide | SQL Database for RangerMSP Installation Guide (for registered users)]]
*[[SQL Database for Trial Users|SQL Database for Trial Users]]

 

==[[Work_Flows|Work Flows]]==
*[[Tickets|Ticket Lifecycle]]
*[[Ticket Management]]
*[[Billing Lifecycle]]
*[[Project Management]]
*[[Recurring Contracts]]
*[[SLA|Service Level Agreements (SLA)]]
*[[Over-used Hours]]
*[[Rolling-over Hours]]
*[[Asset Warranties]]
*[[Preventive Maintenance]]
*[[Return Material Authorization (RMA)]]
*[[Barcodes and Assets]]
*[[Sales|Sales Management]]
*[[Activity Templates]]
*[[Managing Quotes]]
*[[Filters|Searching with Filters]]
 

==[[User_Manuals|User Manuals]]==
*[[Billing]]
*[[Assets]]
*[[Sales]]
*[[Accounts]]
*[[Ticket Management]]
*[[Quotes]]
*[[SLA|Service Level Agreements (SLA)]]
*[[Password Manager]]
*[[Knowledge Base]]
*[[Activity Templates]]
*[[Email Templates]]
*[[Documents]]
*[[Filters|Using Filters]]
*[[Statistics Board]]
*[[Web Interface|RangerMSP Web Interface]]
*[[Generating_Reports_User_Guide|Generating Reports]]
*[[Report_Designer_User_Guide|Report Designer]]
*[[To-do Lists]]

'''Integration'''
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Xero_Link|RangerMSP-Xero Link]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[Office_365_Sync|Office 365 Calendar Sync for RangerMSP]]
*[[Email Connector|RangerMSP Email Connector]]
*[[Alerts Server|RangerMSP Alerts Server]]
*[[Report Scheduler|RangerMSP Report Scheduler]]
*[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]]
*[[MSP_Integration_Setup|MSP Systems Integration]]
*[[API Developers Guide|API Developers Guide]]

 

==[[Office_Management|Office Management]]==
*[[Accounts]]
*[[Employees]]
*[[Subcontractors]]
*[[Privileges]]
*[[Documents]]
*[[Documents#Using Word Merge Templates|Word Templates]]
*[[Email Templates]]
*[[Documents#Managing Outlook Emails within RangerMSP|Filing Emails]]
*[[History]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[Sales|Sales Management]]
*[[Quotes]]
*[[Statistics Board]]
*[[Filters|Searching with Filters]]
*[[Reports|Reports]]
 

==[[Service_Management|Service Management]]==
*[[Ticket Management]]
*[[Tickets|Ticket Lifecycle]]
*[[Tickets#Dispatch the Ticket|Dispatcher]]
*[[Assets]]
*[[Managing Quotes]]
*[[Activity Templates]]
*[[Email Templates]]
*[[Knowledge Base]]
*[[Billing]]
 

==[[Billing_Topics|Billing]]==
*[[Billing|Billing User Guide]]
*[[Items]]
*[[Charges]]
*[[Charges#Using_the_Timer_to_Add_Charges|Timer]]
*[[Charges#Tracking_Time_Spent|Time Tracking]]
*[[Contracts]]
*[[Custom Pricing]]
*[[SLA|Service Level Agreements (SLA)]]
*[[Contract-Price Charges|Billing for Your Contracts]]
*[[Recurring Contracts]]
*[[Charges#Charging Using Taxes|Taxes]]
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Xero_Link|RangerMSP-Xero Link]]
*[[Charges#Using RangerMSP Charge Reports|Reports]]
 

==[[Import_and_Export|Import and Export]]==
*[[Import Accounts]]
*[[Import_Accounts#Importing_Secondary_Contacts|Import Contacts]]
*[[Import Tickets]]
*[[Import Assets]]
*[[Import Items]]
*[[Import Charges]]
*[[Import Passwords]]
*[[Import Notes]]
*[[Documents#Importing Existing Documents|Import Documents]]
*[[Knowledge Base#Importing Articles|Import Knowledge Base Articles]]
*[[Importing from QuickBooks]]
*[[Syncing Accounts with Outlook|Import from Outlook (RangerMSP-Outlook Sync)]]
*[[Import and Export FAQ]]
*[[Import_and_Export_FAQ#Can_I_export_data_from_RangerMSP.3F|Export Data]]
*[[Community_Sharing_Center|Community Sharing Center]]
 

==[[Customization|Customization]]==
*[[Field Customization]]
*[[Report Customization]]
*[[Activity Templates]]
*[[Email Templates]]
*[[Filters]]
*[[API Developers Guide|RangerMSP API Developers Guide]]
*[[Customization FAQ]]
 

==[[Privileges|Privileges]]==
*[[Employee Privileges]]
*[[Subcontractors#Subcontractors_Permissions|Subcontractors Privileges]]
*[[Customer Privileges]]
*[[Privileges_FAQ|Privileges FAQ]]
 

==[[Integration|Integration]]==
*[[QuickBooks Link|RangerMSP-QuickBooks Link]]
*[[Xero_Link|RangerMSP-Xero Link]]
*[[Outlook Sync|RangerMSP-Outlook Sync]]
*[[Online Services|RangerMSP Online Services]]
*[[API Developers Guide|RangerMSP API Developers Guide]]
*[[API by Email and MSP Integration|API by Email]]
*[[API by Email and MSP Integration|Automated Emails]]
*[[QuoteWerks_Link|RangerMSP-QuoteWerks Link]]
*[[Continuum_Link|RangerMSP-Continuum Link]]
*[[GFI_MAX_Link|RangerMSP-GFI MAX Link]]
*[[MSP_Integration_Setup|MSP Systems Integration]] ([[MSP_Integration_Setup#Kaseya.E2.84.A2|Kaseya™ ]], [[MSP_Integration_Setup#Level_Platforms.E2.84.A2_Managed_Workspace.E2.84.A2|Level Platforms™ Managed Workspace™]], [[MSP_Integration_Setup#N-able.E2.84.A2_N-central.E2.84.A2|N-able™ N-central™]])
*[[Documents#Importing Existing Documents|Import and Export (Excel, CSV, etc.)]]
*[[Documents#Using Word Merge Templates|Word Templates]]
 

==[[FAQ|FAQ]]==
*[[Tickets FAQ|Tickets]]
*[[Contracts FAQ|Contracts]]
*[[Dispatcher & Calendar FAQ|Dispatcher & Calendar]]
*[[Charges FAQ|Charges]]
*[[Items FAQ|Items]]
*[[Reports FAQ|Reports]]
*[[Import and Export FAQ|Import & Export]]
*[[QuickBooks FAQ|QuickBooks]]
*[[Web Interface FAQ|Web Interface]]
*[[Outlook Integration FAQ|Outlook Integration]]
*[[Alerts Server FAQ|Alerts Server]]
*[[Email Connector FAQ|Email Connector]]
*[[Employees & Users FAQ|Employees & Users]]
*[[Documents FAQ|Documents]]
*[[Accounts FAQ|Accounts]]
*[[Assets FAQ|Assets]]
*[[Knowledge Base FAQ|Knowledge Base]]
*[[Activity Templates FAQ|Activity Templates]]
*[[Online Services FAQ|Online Services]]
*[[Customization FAQ|Customization]]
*[[Backup and Restore FAQ|Backup & Restore]]
*[[Global Settings FAQ|Global Settings]]
*[[Labor Rates FAQ|Labor Rates]]
*[[History FAQ|History]]
*[[Privileges FAQ|Privileges]]
*[[Messages FAQ|Messages]]
*[[Taxes FAQ|Taxes]]
 

__NOTOC__

Photo Albums

2022-07-21T11:59:50Z

Dina:

{{usermanualsnav}}

__TOC__
==Introduction==

Easily manage a Photo album of an Account, Asset, Ticket, Contract, or Opportunity in RangerMSP.

For example, use a photo album to hold images related to a customer, e.g., a network diagram, a photo of their network cabinet, and more.

Browse the photo album in one click using the Windows client app and Web interface. The built-in photo album viewer shows the images within the app itself, and if needed, the original image file can be downloaded/opened.

[[File:Photo_album.png]]

Using the Photo Album window, you can:
*Easily add an image file from a folder.
*Use Drag & Drop to add new images.
*Reorder the photos within each album.
*Remove irrelevant images from the album.

==Adding a new photo to the album==

To add a new photo to the album

*Use the ‘Attach’ button in the album [[File:Add_image_to_album.png]] 

*Drag & drop the image file into the relevant photo album 

*Add an existing image Document in the app to the album using the popup menu in the Docs tab under Account/Ticket/Asset/Etc. [[File:Add_document_image_to_album.png]] 

*While using a Web Interface from the mobile device, add photos to an album directly from your mobile device camera. [[File:Mobile_photo_album1.png]] [[File:Mobile_photo_album2.png]] 

==Actions in the Photo Album==
*Reorder images using the down/up arrows. 
*Click the 3-vertical-dots ‘more actions’’ icon to: 
#Show document details. Each photo is saved as a Document record. Using the Document details window, you can edit the photo name, known as the subject, and even move the photo to another Account/Asset/Ticket/Etc.
#Open the original image file The photos in the album may be shown smaller, and you can always open an original file.
#Remove the photo from album The option will remove the image from the album while keeping the Document record. To delete the Document record, please visit the Docs tab or Documents manager window.

[[File:Photo_album_actions.png]]
 

Note: To upload and download photos while using the Web Interface, an administrator user should enable file download and upload to allow the Web Interface Service to access the documents for downloads and uploads.
To enable uploads and downloads, go to '''Tools > Options > Web Interface (Admin)''':

[[File:Web_interface_settings_download_upload.png]]

* The following image types can be added to the album: .png, .jpg, .jpeg

==See Also==
*[[Documents]]

Documents

2022-07-21T11:59:40Z

Dina: /* See Also */

{{usermanualsnav}}

You can manage all of your [[Documents]] from within RangerMSP, either by saving them as local copies in the RangerMSP Account Documents Folder, or by linking to external files on your local disk or network. By allowing RangerMSP to manage your documents, you can easily access relevant documents without searching for them on your server. In addition, you can file them within related RangerMSP sections such as [[Accounts]], [[Tickets]], [[Assets]], etc. Each Document record within RangerMSP contains details about the document, its category, links to related objects such as Accounts and Tickets, etc.

RangerMSP can manage any of the following document types: Word®, Excel®, PDF, email, scanned documents, images, videos and basically any other format.
You can view Documents in RangerMSP in the documents window, which you can access by clicking the documents icon on the left pane, or from Accounts, Tickets, etc. in the related Docs tab.

In addition to filing documents under RangerMSP sections, you can also organize your documents according to category. By using categories you can easily group your documents and find them later.

You can add, remove and change categories in the Category Tree which is at '''Settings > Documents > Category Tree.'''

== Setting the Default Document folder ==
All documents copied into RangerMSP are stored in the Default Document Folder, in the related Account sub-folder. The default folder is set up during the initial RangerMSP installation. You can change your default folder in '''Tools > Options > Documents tab > Default Document Folder'''.

When adding a document to any [[Accounts|Account]] for the first time, you will be prompted to set the document folder for that Account. The system will suggest creating a folder under the Default Documents Folder, or set the Account's folder to be anywhere on your network. Setting the default folder for the Account can be done via the Account's Details tab.

To view a document stored in RangerMSP, simply double-click it within RangerMSP and the file will open.

== Document Download and Upload Settings ==
Using the [[Web Interface|RangerMSP Web Interface]], employees can download and upload RangerMSP documents which are located on your server, directly from the browser. You can also set up the system to allow customers to download documents which are linked to their account, or which are linked to public [[Knowledge Base]] articles, via the Web Interface.

In order to allow file downloads and uploads, you should first map the folder locations for the download, so that the Web Interface Service will be able to access them for download. You can also define folders which will deny download, in case you need to protect sensitive information from being accessed via the web interface.

To setup the documents download settings, please refer to [[Web Interface#Document Download and Upload Settings|Document Download and Upload Settings]] under [[Web Interface|Web Interface Installation Instructions]].

== Importing Existing Documents ==

To add an existing document to an Account, open the relevant Account window and drag-and-drop the file into RangerMSP. This will automatically link the relevant Account to the newly created document. All documents managed within RangerMSP can be opened by double-clicking on them in RangerMSP.

In some cases, you may want to import a whole folder of documents and link it to a RangerMSP Account. You can import multiple documents into RangerMSP using one of the following Import '''Documents Folder''' options:

*In the main menu, go to '''Tools > Import > Import Documents Folder'''.

*In the Accounts/Tickets/Contracts/Opportunities window, go to the Docs tab, right-click, and select '''Import Documents Folder'''.

A window will open. Select the folder and files to be imported and confirm.

'''Important Note''': When importing multiple documents (or folders), RangerMSP '''stores links to the original files rather than copying the files to the Account documents folder in RangerMSP'''. If you want the files to be copied to the RangerMSP documents folder, copy the folder with all the files in the RangerMSP folder, and then import them into RangerMSP.
 
Files linked into RangerMSP rather than copied will remain in the jurisdiction of the '''Windows File Security''' system. In order to view these linked files from different computers, the security settings & sharing settings for that folder '''must include permissions''' for the rest of your domain users on other computers that need to access them.
 
'''More information on setting user permissions for linked files can be [[KB:_Password_Protecting_Your_Confedential_Information|found here]]'''.

== Managing Outlook Emails within RangerMSP ==
Email plays an important role in tracking customer activity. You can file Outlook® and Outlook Express® emails in RangerMSP and link them to Accounts, Tickets etc. by dragging them from Outlook and dropping them into RangerMSP. To open and view any emails, simply double-click the document within RangerMSP. The email message will be displayed in Outlook® together with any attached files.
Note that when using Outlook to send email via the RangerMSP Email icon (i.e. from the Ticket window or from the Account window), this email will automatically be filed as a RangerMSP Document under the relevant Account/Ticket.
 
RangerMSP also offers advanced email correspondence tracking when using [[Email Connector|RangerMSP Email Connector]]. For more details see [[Ticket_Management#Email_Distribution_via_Email_Connector|Email Distribution via RangerMSP Email Connector]].

== Using Word Merge Templates ==
You can merge RangerMSP Account data in Word Merge templates. This is useful for ensuring that all addressed envelopes and letters have the correct and most up-to-date contact information.
To create a Word Merge template, you need to use Word's merge documents feature. You can manage Word templates in RangerMSP from '''Settings > Documents > Template Management'''.

To use RangerMSP Templates, in the New Document window select '''Create Based on a RangerMSP Template''' then select one of your predefined templates. RangerMSP data fields will automatically be populated in the new Word document based on the most updated information in RangerMSP.

===Creating new Word Merge Templates in RangerMSP===
To create new RangerMSP Word Templates:
*Go to '''Settings > Documents > Template Manager'''.
*Create a new Template. (The Base template may contain your default office template; you can leave it empty.)
*Confirm the pop-up message in the new Word document window.
*Edit the template. You may add your own text and RangerMSP database fields from the '''Insert Merge Fields''' option (it usually appears as a button on the Word's Mail Merge toolbar).
*Save the template.
*Create a new document in RangerMSP and select '''Based on RangerMSP Template''' in the Create From field. Then select your template file. The word document should open and the data from RangerMSP should be merged within the document.

===Web Documents===

A new document type has been added allowing you to store links to documents or files on Google Docs or Dropbox or any other web or "cloud" based file. Links can also use any protocol supported by the Web browser, not just HTTP, so you can even link to files on FTP or media servers of various kinds.

To add a Web Document:

# Click '''New Document''' from whichever part of the system that function exists.
# Select the Web Document type on the New Document popup
# Paste in the URL along with any other required document details.

To view a Web Document you just click the link which will open it in your browser.

[[File:Web-documents.png]]

==See Also==
*[[Web Interface]]
*[[Knowledge Base]]
*[[Documents FAQ]]
*[[Photo Albums]]
[[Category:User Manuals]]
[[Category:Office Management]]
[[Category:Import and Export]]

Photo Albums

2022-07-21T11:56:04Z

Dina: Created page with "==Introduction== Easily manage a Photo album of an Account, Asset, Ticket, Contract, or Opportunity in RangerMSP. For example, use a photo album to hold images related to a..."

==Introduction==

Easily manage a Photo album of an Account, Asset, Ticket, Contract, or Opportunity in RangerMSP.

For example, use a photo album to hold images related to a customer, e.g., a network diagram, a photo of their network cabinet, and more.

Browse the photo album in one click using the Windows client app and Web interface. The built-in photo album viewer shows the images within the app itself, and if needed, the original image file can be downloaded/opened.

[[File:Photo_album.png]]

Using the Photo Album window, you can:
*Easily add an image file from a folder.
*Use Drag & Drop to add new images.
*Reorder the photos within each album.
*Remove irrelevant images from the album.

==Adding a new photo to the album==

To add a new photo to the album

*Use the ‘Attach’ button in the album [[File:Add_image_to_album.png]] 

*Drag & drop the image file into the relevant photo album 

*Add an existing image Document in the app to the album using the popup menu in the Docs tab under Account/Ticket/Asset/Etc. [[File:Add_document_image_to_album.png]] 

*While using a Web Interface from the mobile device, add photos to an album directly from your mobile device camera. [[File:Mobile_photo_album1.png]] [[File:Mobile_photo_album2.png]] 

==Actions in the Photo Album==
*Reorder images using the down/up arrows. 
*Click the 3-vertical-dots ‘more actions’’ icon to: 
#Show document details. Each photo is saved as a Document record. Using the Document details window, you can edit the photo name, known as the subject, and even move the photo to another Account/Asset/Ticket/Etc.
#Open the original image file The photos in the album may be shown smaller, and you can always open an original file.
#Remove the photo from album The option will remove the image from the album while keeping the Document record. To delete the Document record, please visit the Docs tab or Documents manager window.

[[File:Photo_album_actions.png]]
 

Note: To upload and download photos while using the Web Interface, an administrator user should enable file download and upload to allow the Web Interface Service to access the documents for downloads and uploads.
To enable uploads and downloads, go to '''Tools > Options > Web Interface (Admin)''':

[[File:Web_interface_settings_download_upload.png]]

* The following image types can be added to the album: .png, .jpg, .jpeg

File:Web interface settings download upload.png

2022-07-21T11:48:35Z

Dina:

File:Photo album actions.png

2022-07-21T11:47:31Z

Dina:

File:Mobile photo album2.png

2022-07-21T11:45:24Z

Dina:

File:Mobile photo album1.png

2022-07-21T11:44:18Z

Dina:

File:Add document image to album.png

2022-07-21T11:33:09Z

Dina:

File:Add image to album.png

2022-07-21T11:31:39Z

Dina:

File:Photo album.png

2022-07-21T11:29:16Z

Dina: