Home > SI 2017 Documentation > User Guide > QuickBooks > Connecting to QuickBooks

Connecting to QuickBooks

Details

 

SI 2017's QuickBooks integration allows you to create Estimates and Purchase Orders in QuickBooks directly from your SI 2017 Projects. You can also create Items in your QuickBooks database directly from your SI 2017 Catalog of Items. SI 2017 works with both QuickBooks and QuickBooks Online. Click here for supported version information.

Rules

 

For the desktop version, QuickBooks must be installed on the machine where the SI 2017 Client is installed. Your QuickBooks company file can be stored on any machine on your network, but the actual QuickBooks application must be installed on the machine.

 

During the "Initial Connection" (see below), you must be logged into QuickBooks as the Admin and you must be in "Single User Mode".

Initial Connection Desktop Version

 

  1. Open your QuickBooks company (.QBW) file and login as the Admin and switch to "Single User Mode".
  2. In QuickBooks Settings, choose "QuickBooks Desktop" and then map SI 2017 to your QuickBooks company (.QBW) file. Configure the rest of your QuickBooks Settings. Note: your file paths in QB and SI 2017 must match exactly, click here for details.

 

 

  1. Open Product Explorer, select a Product in the grid, then click on QuickBooks Tab, then click the Create button:

 

 

 

  1. QuickBooks will alert you on your Task Bar that action is required. Click on the QuickBooks icon on your Task Bar.
  2. On the QuickBooks form, make the following selections and click [Continue...]. You must set "Login as" to Admin.

 

qb_application_certificate.png

 

 

  1. Then click [Done]:

 

 

  1. The Create QuickBooks Items form will open, click [Close]. The intent here is not create the item, but just to make SI 2017 and QuickBooks work together. To see how to create QuickBooks Items, click here.

 

 

You have now made the connection between SI 2017 and QuickBooks. What happened in QuickBooks can be viewed under Edit->Preferences. When the Preferences form opens, click Integrated Applications and then the Company Preferences tab:

 

qb_preferences.png

 

Click the Properties button to see the permissions you just granted, it should look similar to the image below:

 

 

Initial Connection for QuickBooks Online

 

  1. In QuickBooks Settings, choose "QuickBooks Online" and then click the [Connect with QuickBooks Online] button:

 

 

  1. This will open the sign in form. Enter your QuickBooks Online credentials:

 

 

You will then need to click the [Authorize] button to allow data to be shared between SI and QuickBooks:

 

 

You will then be prompted whether you want to connect automatically moving forward if you want to be prompted to connect each time you use this functionality:

 

 

 

If you have not already done so, you will next want to continue with your QuickBooks Settings.

Last modified
14:57, 16 Feb 2017

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