Integrating QuickBooks Pro 2001

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Added by Adrienne McKee, last edited by Adrienne McKee on May 10, 2010 (view change)

Integrating QuickBooks Pro 2001

This chapter will discuss the setup procedures necessary for the successful integration of Job Manager with QuickBooks Pro 2001. Please read the "Accounting Integration" chapter of this guide before proceeding with the setup.

note: Throughout the rest of this chapter, QuickBooks Pro 2001 will be referred to as QuickBooks.

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Roadmap

Step 1 - Backing Up Your Databases

Step 2 - Enabling Accounting Integration

Step 3 - Enabling the Target Accounting System

Step 4 - Enabling Export Search Criteria

Step 5 - Setting Up Distribution Accounts

Step 6 - Synchronizing Terms

Step 7 - Enabling and Configuring Invoice Distribution Policies

Step 8 - Assigning Access Privileges