QuickBooks Link Advanced Topics - Revision history

Dina at 13:25, 8 July 2020

2020-07-08T13:25:12Z

Dina at 09:58, 19 June 2020

2020-06-19T09:58:31Z

← Older revision		Revision as of 09:58, 19 June 2020
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	QBFC must be installed in order to use CommitCRM-QuickBooks Link. Click Yes to install QBFC.		QBFC must be installed in order to use CommitCRM-QuickBooks Link. Click Yes to install QBFC.

	If you do not have the QBFC installation file, you may download it ~~from the~~ [http://~~www.commitcrm.com~~/quickbooks_downloads/ ~~CommitCRM web site~~]. Instructions for downloading the file from the CommitCRM site will appear. Follow these instructions, and then continue with the setup process.		If you do not have the QBFC installation file, you may download it [http://{{SERVERNAME}}/quickbooks_downloads/ here]. Instructions for downloading the file from the CommitCRM site will appear. Follow these instructions, and then continue with the setup process.

	The entire synchronization process takes place between CommitCRM and a QuickBooks company file which you select.<br>Continue following the wizard until you are asked to select the QuickBooks company file you wish CommitCRM to sync with.		The entire synchronization process takes place between CommitCRM and a QuickBooks company file which you select.<br>Continue following the wizard until you are asked to select the QuickBooks company file you wish CommitCRM to sync with.

Dina at 08:07, 11 May 2020

2020-05-11T08:07:36Z

← Older revision		Revision as of 08:07, 11 May 2020
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	Once you have completed selecting the new company file, you will be returned to the Options window. Click OK to close it.		Once you have completed selecting the new company file, you will be returned to the Options window. Click OK to close it.

	[[File:options_quickbooks_tab4.~~pngcenter~~]]		[[File:options_quickbooks_tab4.png\|center]]

	===Starting a New Financial Year in QuickBooks===		===Starting a New Financial Year in QuickBooks===

Dina at 07:59, 11 May 2020

2020-05-11T07:59:51Z

← Older revision		Revision as of 07:59, 11 May 2020
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	You should now continue with the CommitCRM-QuickBooks Link wizard.		You should now continue with the CommitCRM-QuickBooks Link wizard.

	[[File:~~commit_quickbooks_wizard_step3~~.~~gif~~\|center]]		[[File:quickbooks_wizard_step3.png\|center]]

	Click Next.		Click Next.

	[[File:~~commit_quickbooks_wizard_step4~~.~~gif~~\|center]]		[[File:quickbooks_wizard_step4a.png\|center]]

	Click on Select to select your QuickBooks company file.		Click on Select to select your QuickBooks company file.

	[[File:~~commit_select_qb_company~~ file.~~gif~~\|center]]		[[File:select_qb_company file.png\|center]]

	Select the company file and click Open.		Select the company file and click Open.

	[[File:~~commit_quickbooks_wizard_step4_after~~.~~gif~~\|center]]		[[File:quickbooks_wizard_step4_after.png\|center]]

	Click Next.		Click Next.
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	In the following screen, you will be asked to run QuickBooks and open the selected QuickBooks company file as a QuickBooks Administrator user and in Single User mode. Follow these instructions carefully to ensure a smooth installation of the CommitCRM-QuickBooks Link.		In the following screen, you will be asked to run QuickBooks and open the selected QuickBooks company file as a QuickBooks Administrator user and in Single User mode. Follow these instructions carefully to ensure a smooth installation of the CommitCRM-QuickBooks Link.

	[[File:~~commit_quickbooks_wizard_step5~~.~~gif~~\|center]]		[[File:quickbooks_wizard_step5.png\|center]]

	Follow the instructions in the image displayed above.<br>After logging in to QuickBooks as an Administrator and in Single User Mode, click Next.		Follow the instructions in the image displayed above.<br>After logging in to QuickBooks as an Administrator and in Single User Mode, click Next.
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	Click Done.		Click Done.

	[[File:~~commit_quickbooks_wizard_finish~~.~~gif~~\|center]]		[[File:quickbooks_wizard_finish.png\|center]]

	Click Finish.		Click Finish.

Dina at 19:20, 10 May 2020

2020-05-10T19:20:20Z

← Older revision		Revision as of 19:20, 10 May 2020
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	CommitCRM will now try to access the selected QuickBooks company file. QuickBooks will display a window requesting permission to allow access to the file. Grant CommitCRM all the relevant permissions.		CommitCRM will now try to access the selected QuickBooks company file. QuickBooks will display a window requesting permission to allow access to the file. Grant CommitCRM all the relevant permissions.

	[[File:~~quickbooks_permissions2~~.gif\|center]]		[[File:quickbooks_permissions.gif\|center]]

	Make sure you select the correct settings as illustrated above:		Make sure you select the correct settings as illustrated above:
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	[[File:~~commit_backup_warning2~~.~~gif~~\|center]]		[[File:backup_warning2.png\|center]]

	Click 'Yes, only if you have recently backup CommitCRM data.'		Click 'Yes, only if you have recently backup CommitCRM data.'

	[[File:~~commit_last_replacement_warning~~.~~gif~~\|center]]		[[File:Last_replacement_warning.png\|center]]

	Click 'Yes' to proceed.		Click 'Yes' to proceed.
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	Done!		Done!

	[[File:~~commit_replacement_of_quickbooks_company_file_finish~~.~~gif~~\|center]]		[[File:replacement_of_quickbooks_company_file_finish.png\|center]]

	Click '''Finish'''.		Click '''Finish'''.
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	Once you have completed selecting the new company file, you will be returned to the Options window. Click OK to close it.		Once you have completed selecting the new company file, you will be returned to the Options window. Click OK to close it.

	[[File:~~commit_options_quickbooks_tab4~~.~~gif\|center~~]]		[[File:options_quickbooks_tab4.pngcenter]]

	===Starting a New Financial Year in QuickBooks===		===Starting a New Financial Year in QuickBooks===
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	Here's a screen shot of the Tickets main window:		Here's a screen shot of the Tickets main window:

	[[File:~~commit_tickets_window~~.~~gif~~\|center]]		[[File:Tickets_window_sample.png\|center]]

	===Introduction to Contracts===		===Introduction to Contracts===
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	Here's a screen shot of the Contracts main window:		Here's a screen shot of the Contracts main window:

	[[File:~~commit_contracts_window~~.~~gif~~\|center]]		[[File:Contracts_window_sample.png\|center]]

	===Detailed Installation Instructions for CommitCRM-QuickBooks Link===		===Detailed Installation Instructions for CommitCRM-QuickBooks Link===
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	Select the country your edition of QuickBooks belongs to, and click ''Connect'.		Select the country your edition of QuickBooks belongs to, and click ''Connect'.

	[[File:~~Commit_quickbooks_wizard_step1~~.~~gif~~\|center]]		[[File:quickbooks_wizard_step1.png\|center]]

	Click Next.		Click Next.

	[[File:~~commit_quickbooks_wizard_step2~~.~~gif~~\|center]]		[[File:quickbooks_wizard_step2.png\|center]]

	Click Next		Click Next
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	To integrate with QuickBooks, CommitCRM uses the latest direct API technologies offered by Intuit/QuickBooks, known as QBFC. QBFC should be installed on every PC on your network which will be using the CommitCRM-QuickBooks Link.		To integrate with QuickBooks, CommitCRM uses the latest direct API technologies offered by Intuit/QuickBooks, known as QBFC. QBFC should be installed on every PC on your network which will be using the CommitCRM-QuickBooks Link.

	[[File:~~commit_install_qbfc_question~~.~~gif~~\|center]]		[[File:install_qbfc_question.png\|center]]

	QBFC must be installed in order to use CommitCRM-QuickBooks Link. Click Yes to install QBFC.		QBFC must be installed in order to use CommitCRM-QuickBooks Link. Click Yes to install QBFC.
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	The entire synchronization process takes place between CommitCRM and a QuickBooks company file which you select.<br>Continue following the wizard until you are asked to select the QuickBooks company file you wish CommitCRM to sync with.		The entire synchronization process takes place between CommitCRM and a QuickBooks company file which you select.<br>Continue following the wizard until you are asked to select the QuickBooks company file you wish CommitCRM to sync with.

	If a window pops up with a security message about the ~~QBFC5_0Installer~~.exe file, allow all security warnings, and run the file.		If a window pops up with a security message about the QBFC7_0Installer.exe file, allow all security warnings, and run the file.

	~~[[File:commit_security_warning.gif\|center]]~~

	The QBFC installation will begin:		The QBFC installation will begin:

Dina at 15:09, 10 May 2020

2020-05-10T15:09:53Z

← Older revision		Revision as of 15:09, 10 May 2020
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	After you selected the new company file, the following window will open. Read the instructions carefully.		After you selected the new company file, the following window will open. Read the instructions carefully.

	[[File:~~commit_new_path_for_same_company_file~~.~~gif~~\|center]]		[[File:new_path_for_same_company_file.png\|center]]

	Select 'a new path for the SAME company file' and click Next.		Select 'a new path for the SAME company file' and click Next.
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	After you selected the new company file, the following window will open. Read the instructions carefully.		After you selected the new company file, the following window will open. Read the instructions carefully.

	[[File:~~commit_different_quickbooks_company_file~~.~~gif~~\|center]]		[[File:Different_quickbooks_company_file.png\|center]]

	Select 'a DIFFERENT QuickBooks company file' only if you fully understand the meaning of this option, and you want CommitCRM to sync with a different QuickBooks company file. Click Next.		Select 'a DIFFERENT QuickBooks company file' only if you fully understand the meaning of this option, and you want CommitCRM to sync with a different QuickBooks company file. Click Next.
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	Now you will be asked to open the selected QuickBooks company file as a QuickBooks Administrator and in Single User mode. Follow these instructions carefully.		Now you will be asked to open the selected QuickBooks company file as a QuickBooks Administrator and in Single User mode. Follow these instructions carefully.

	[[File:~~commit_quickbooks_wizard_step5~~.~~gif~~\|center]]		[[File:quickbooks_wizard_step5.png\|center]]

	Follow the instructions in the above screenshot to log in to QuickBooks as an Administrator and in Single User mode. Then, click Next.		Follow the instructions in the above screenshot to log in to QuickBooks as an Administrator and in Single User mode. Then, click Next.

Dina at 14:47, 10 May 2020

2020-05-10T14:47:30Z

← Older revision		Revision as of 14:47, 10 May 2020
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	In CommitCRM, go to Tools > Options > QuickBooks menu, and click on Change Path/Company.		In CommitCRM, go to Tools > Options > QuickBooks menu, and click on Change Path/Company.

	[[File:~~commit_options_quickbooks_tab3~~.~~gif~~\|center]]		[[File:Options_quickbooks_tab3.png\|center]]

	The following wizard will open.		The following wizard will open.

	[[File:~~commit_reselect_quickbooks_company_file~~.~~gif~~\|center]]		[[File:Reselect_quickbooks_company_file.png\|center]]

	Click on Click to Select New File to select the new QuickBooks company file. The file browser will display.		Click on Click to Select New File to select the new QuickBooks company file. The file browser will display.

	[[File:~~commit_select_qb_company_file2~~.~~gif~~\|center]]		[[File:Select_qb_company_file2.png\|center]]

	Select the new QuickBooks company file or the new path for the existing QuickBooks company file, and click Open.		Select the new QuickBooks company file or the new path for the existing QuickBooks company file, and click Open.
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	You can now see the path and name of the current QuickBooks company file and the path and name of the newly selected QuickBooks company file.		You can now see the path and name of the current QuickBooks company file and the path and name of the newly selected QuickBooks company file.

	[[File:~~commit_new_company_file_selected~~.~~gif~~\|center]]		[[File:New_company_file_selected.png\|center]]

	Click Next.		Click Next.
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	A window will open warning you that the replacement may take time. Click Yes to confirm that you would like to proceed.		A window will open warning you that the replacement may take time. Click Yes to confirm that you would like to proceed.

	[[File:~~commit_replacement_warning~~.~~gif~~\|center]]		[[File:Replacement_warning.png\|center]]

	If the new company file is not identical to the original one, you will receive the following message:		If the new company file is not identical to the original one, you will receive the following message:

	[[File:~~commit_replacement_warning2~~.~~gif~~\|center]]		[[File:Replacement_warning2.png\|center]]

	If you are sure that the selected file is the same as the current QuickBooks company file, click Yes.<br>If you've selected a different company file than the current one, click No.		If you are sure that the selected file is the same as the current QuickBooks company file, click Yes.<br>If you've selected a different company file than the current one, click No.

	[[File:~~Commit_replacement_of_quickbooks_company_file_finish~~.~~gif~~\|center]]		[[File:Replacement_of_quickbooks_company_file_finish.png\|center]]

	Here click Finish.		Here click Finish.
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	Once you have completed selecting the new company file, you will be returned to the Options window. Click OK to close it.		Once you have completed selecting the new company file, you will be returned to the Options window. Click OK to close it.

	[[File:~~commit_options_quickbooks_tab4~~.~~gif~~\|center]]		[[File:Options_quickbooks_tab4.png\|center]]

	====Option 2. "a DIFFERENT QuickBooks company file"====		====Option 2. "a DIFFERENT QuickBooks company file"====
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	A window will open warning you that the replacement may take time. Click Yes to confirm that you would like to proceed.		A window will open warning you that the replacement may take time. Click Yes to confirm that you would like to proceed.

	[[File:~~commit_replacement_warning~~.~~gif~~\|center]]		[[File:Replacement_warning.png\|center]]


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	Click Finish.		Click Finish.

	[[File:~~commit_options_quickbooks_tab2~~.~~gif~~\|center]]		[[File:Options_quickbooks_tab2.png\|center]]

	You will return to the Options window. Confirm by clicking OK.		You will return to the Options window. Confirm by clicking OK.

Dina at 13:53, 28 March 2020

2020-03-28T13:53:33Z

← Older revision		Revision as of 13:53, 28 March 2020
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	CommitCRM will now try to access the selected QuickBooks company file. QuickBooks will display a window requesting permission to allow access to the file. Grant CommitCRM all the relevant permissions.		CommitCRM will now try to access the selected QuickBooks company file. QuickBooks will display a window requesting permission to allow access to the file. Grant CommitCRM all the relevant permissions.

	[[File:~~commit_quickbooks_permissions2~~.gif\|center]]		[[File:quickbooks_permissions2.gif\|center]]

	Make sure you select the correct settings as illustrated above:		Make sure you select the correct settings as illustrated above:

Dina at 13:50, 28 March 2020

2020-03-28T13:50:22Z

← Older revision		Revision as of 13:50, 28 March 2020
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	The QBFC installation will begin:		The QBFC installation will begin:

	[[File:~~commit_qbfc_wizard_step1~~.gif\|center]]		[[File:qbfc_wizard_step1.gif\|center]]


	[[File:~~commit_qbfc_wizard_step2~~.gif\|center]]		[[File:qbfc_wizard_step2.gif\|center]]


	[[File:~~commit_qbfc_wizard_finish~~.gif\|center]]		[[File:qbfc_wizard_finish.gif\|center]]

	Click Finish. The QBFC installation is complete.		Click Finish. The QBFC installation is complete.
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	CommitCRM will now try to access the selected QuickBooks company file. QuickBooks will display a window requesting permission to allow access to the file. Grant CommitCRM all the relevant permissions.		CommitCRM will now try to access the selected QuickBooks company file. QuickBooks will display a window requesting permission to allow access to the file. Grant CommitCRM all the relevant permissions.

	[[File:~~commit_quickbooks_permissions~~.gif\|center]]		[[File:quickbooks_permissions.gif\|center]]

	This QuickBooks window may be displayed in order for you to allow CommitCRM to use QuickBooks.<br>Make sure you select the following settings as illustrated above:		This QuickBooks window may be displayed in order for you to allow CommitCRM to use QuickBooks.<br>Make sure you select the following settings as illustrated above:
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	The following confirmation dialog box may be displayed.		The following confirmation dialog box may be displayed.

	[[File:~~commit_quickbooks_confirm_permissions1~~.gif\|center]]		[[File:quickbooks_confirm_permissions1.gif\|center]]

	Click Yes to grant access.		Click Yes to grant access.
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	This is the last confirmation needed to allow CommitCRM to access your firm's QuickBooks data file.		This is the last confirmation needed to allow CommitCRM to access your firm's QuickBooks data file.

	[[File:~~commit_quickbooks_confirm_permissions2~~.gif\|center]]		[[File:quickbooks_confirm_permissions2.gif\|center]]

	Click Done.		Click Done.

Dina at 13:21, 28 March 2020

2020-03-28T13:21:26Z

← Older revision		Revision as of 13:21, 28 March 2020
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	<u>Note:</u> during installation, you may be asked to download files from the Internet.		<u>Note:</u> during installation, you may be asked to download files from the Internet.

	[[File:~~Commit_options_menu~~.~~gif~~\|center]]		[[File:options_menu.png\|center]]

	From CommitCRM's main menu select Tools > QuickBooks > Sync Options.		From CommitCRM's main menu select Tools > QuickBooks > Sync Options.