QuickBooks

Compatible with QuickBooks for Windows® 2005-2007

• QuickBooks® 2005 Professional
• QuickBooks® 2005 Premier
• QuickBooks® 2005 Enterprise

• QuickBooks® 2006 Simple Start
• QuickBooks® 2006 Professional
• QuickBooks® 2006 Premier
• QuickBooks® 2006 Enterprise

• QuickBooks® 2007 Simple Start
• QuickBooks® 2007 Professional
• QuickBooks® 2007 Premier
• QuickBooks® 2007 Enterprise

Instructions to Set up QuickBooks to work with your Ecommerce Software

Please note: If QuickBooks® has not been installed on your computer, you will need to complete this installation before you can setup or use the QuickBooks® Integration.

From the Control Panel of your Storefront Software, click on the Site Admin Tab from the top menu bar.

Click on the QuickBooks® Integration Menu link from the left hand menu or the summary on the middle of the page. From this page, click on "QuickBooksSetupWizard.zip" to download the QuickBooks® Integration Setup Wizard. A new window will appear asking if you wish to "Run", "Save", or "Cancel" the download of the file. Click on the "Save" button and the Setup Wizard will download to a location of your choice on your computer. Read the QuickBooks® Integration Guide for help with the Setup Wizard and Installation.

What settings do I need to change in my Control Panel?

The only settings that you will need to specify are the QuickBooks® Account Settings within the QuickBooks® Integration Menu. You will not need to make any other changes within your Control Panel to activate or use your QuickBooks® Integration. The QuickBooks® Integration Guide will walk you through all of the Account Settings that you will need.

Can I add Products from QuickBooks® to my Store?

From the main QuickBooks® Integration Menu, select the "Add Products from QuickBooks" link on the left side. This screen will display a list of Products from QuickBooks® that you have not yet uploaded into your store. Select a Category from the drop-down menu and then select any products that you wish to have added to this Category. Products that you have not already imported from QuickBooks® will be displayed on the screen in alphabetical order. You cam search for individual Products using the search bar on the right hand side. Select a Category and enter the name of the Product into the search field, then click the "Search" button. If that Product has not yet been added to your store, it will display on the screen below the Category list and Search bar.

To add Products to your store, select a Category from the drop down menu and then click on the checkbox next to each Product you wish to add to that Category. From the bottom of the Product List screen click on the "Save" button. A note will appear at the top of the screen to show that your products have been carried into your store successfully.

Can I remove Products from this list?

If Products display in your QuickBooks® Integration Menus that you have already entered manually into your store you can remove them from this list. To remove Products from this list, click on the checkbox next to each Product you want to remove and then click on the "Remove" button from the bottom of this menu screen. A note will appear at the top of the screen to show that these Products have been removed from this list.

Can I send orders from my Store to QuickBooks®?

From the main QuickBooks® Integration Menu, select the "Send Orders to QuickBooks " link on the left side. This screen will display a list of Completed Orders from your Online Store that you have not yet downloaded into QuickBooks®. You have the option to select orders individually by clicking on the checkbox next to each order, or you can select all orders by clicking on the checkbox at the top of the screen directly above all of the orders.

You can see more information for each order by click on the "+" (plus) symbol) next to the order number. This will open the customer and product details for each order. You will also be able to see the "Sync Status" for each order. The Sync Status will tell you if you have tried to send this order to QuickBooks® before. Orders which have failed to synchronize may indicate a problem with the order or QuickBooks® which needs to be corrected before you can continue.

Can I view the results of my last Synchronization with QuickBooks®?

From the main QuickBooks® Integration Menu, select the "View Previous Sync Results " link on the left side. This screen will display a list of all orders that you selected to download into QuickBooks® on your last synchronization. This screen will also display the results for every order that attempted to download into QuickBooks®. This screen will tell you which orders successfully transferred into QuickBooks® and which orders you will need to transfer again.