How to setup QuickBooks integration

Setup Remote Connector

  • Click here to Download Remote Connector.
  • Unzip the file Remote+Connector.zip and look for a file named RemoteConnector.exe and run it.
  • Open Remote Connector, and (Follow the prompts.)
    • Go to Users tab.
    • Press Add…
    • Create user & password.
    • Choose your company file.

Setup Endpoint Details

  • Navigate to Endpoints.
    • In your Dashboard‘s main navigation go to Agent & select Agent Setup.
    • In the Agent Pages section find Endpoints.
  • Add the Quickbooks Endpoint
    • Click on New Endpoint.
    • Set Endpoint Type to Quick Books Desktop.
  • Get the Listening URL (Follow the steps to get the connection string).
    • Go to the Status tab on the Remote Connector application.
    • Copy the Listening URL. (will look something like this: 0.0.0.0:8166)
    • Copy this: URL='http://LISTENING URL/' User='USER' Password='PASSWORD'
    • From your Listening URL remove 0.0.0.0 and replace with localhost
    • Replace USER with your Remote Connector created User.
    • Replace PASSWORD with your Remote Connector created Password.
    • The end results should look this: URL='http://localhost:8166/' User='myUser' Password='myPassword'
  • Add the connection string.
    • In the current endpoint page look for Remote Connector Connection String input.
    • Paste in the edited Listening URL Connection String.
  • Click Save.

Setup FC QuickBooks client

  • Click here to Download FC Quickbooks Integration.
  • Unzip the downloaded file.
  • Look for a file named install.bat and run it.
  • Wait until it finishes running and make sure it says that it copied all files that it created a new service called: FCQuickBooksIntegrationClient
  • Make sure the service is set to start automatically.
    • Press the start button on your keyboard.
    • Type: Services & Select Services
    • Look for a service called FCQuickBooksIntegrationClient.
    • Right click on FCQuickBooksIntegrationClient
    • Click properties.
    • Select the Startup Type drop down & set to Automatic.
    • Try to start the service. If you can’t then it means that the service doesn’t have admin rights.
    • To give admin rights, right click the service and select properties, go to the second tab called Log On and select This Account instead of Local System Account, and add the credentials for a user that has admin rights.
  • Create a report based on the content you would like to push into QuickBooks.
  • Add newly created report to Entity Reports
    • From your dashboard, navigate to Reports.
    • Click on Entity Reports Setup.
    • On the top-right of the page click Add. A new row should get added on the top.
    • On the first row on the Page column. Click on All select QuickbooksIntegration.
    • On the second column enter the report key from the newly desired report.
  • Click Save

Setup Mappings

  • Go to the top right of the page and select Configure Mappings.
  • Map each location to a QuickBooks customer.
  • Map report columns to QuickBooks items.
    • In your Dashboard‘s main navigation go to Agent & select Agent Setup.
    • In the Agent Pages section find Endpoints.
    • Select the endpoint that was created for QuickBooks.
    • Map each report column that you want in QuickBooks to a QuickBooks item.
    • Note: you also have an option to add a QuickBooks class, but it doesn’t map to anything in our system.
    • Verify that the connection is valid.
  • Click Push to QuickBooks on any specific row.
  • Open QuickBooks and find that Sales Order
  • You’re all set!