My Account - Quickbooks

IBOS now gives your customers the capability to access and manage their account information via Quickbooks. As one of the top accounting software in the market, the new Quickbooks integration feature can help your customers to access important accounting data anytime without having to log directly to your website.

Setting up Quickbooks

The Quickbooks integration can be set up using the Quickbooks Web Connector Installer and Web Configuration File.

Quickbooks Web Connector Installer

The web connector establishes the connection between the Quickbooks software and IBOS. Once the link has been set-up, information can be sent via the IBOS Connector to your Quickbooks account and vice-versa.

Quickbooks Configuration File

The configuration file contains the settings that will help you synchronize the data from the My Account section with your Quickbooks software. Just set the start date prior to downloading the Config file. This will ensure that your records will start from the date you set.

Importing Invoices to Quickbooks

To import invoices to your Quickbooks software, you can follow the steps below:

  1. Make sure you have Quickbooks with your company file ready.
  2. Download and install the Quickbooks Web Connector.
  3. Download the Quickbooks Web Configuration File.
  4. Open Quickbooks, select the File menu and click Update Web Services.
  5. The Quickbooks Web Connector window will pop-up.
  6. Click the Add an Application button. This will bring up the Select a .QWC file window.
  7. Select the Quickbooks Configuration File that you downloaded and then click the Open button.
  8. This will open the Authorize New Web Service window. Click the OK button.
  9. The Quickbooks - Application Certificate will appear. Select the Yes, whenever this Quickbooks company file is open option and then click the Continue button.
  10. The Access Confirmation window will appear. Click the Done button.
  11. The Quickbooks Web Connector window will pop-up. Click the check box found on the left side of the Application Column.
  12. Enter your password in the Password column. A confirmation asking to save your password will appear. Click either the YES or NO button.
  13. Click the Update Selected button (importing of invoices should be in progress after clicking this button).

Editing Vendor Name and Setting the Last Sync Date

The Vendor Name and the Last Sync Date in your Quickbooks page can be edited to your liking. Once you’ve set the sync date, information you download will start from this date every time you sync your Quickbooks with the IBOS website.

  1. Select the Vendor Name (it should redirect you to another page).
  2. Fill the Sync Start Date and Vendor Name fields and then click the Save button.
  3. Open Quickbooks, select the File menu and click Update Web Services.
  4. The Quickbooks Web Connector window will pop-up. Click the check box found on the left side of the Application Column.
  5. Enter your password in the Password column. A confirmation asking to save your password will appear. Click either the YES or NO button.
  6. Click the Update Selected button (importing of invoices should be in progress after clicking this button).

 

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