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QuickBooks Pro Desktop Connector |
The Filopto QuickBooks Pro Connector can link Filopto to QuickBooks Pro in two ways:
1) Directly, if the Filopto Program and QuickBooks Pro (data and Program) are located on the same machine,
or
2) By installing the Intuit Remote Connector for QuickBooks on the PC where your QuickBooks is installed, in situations such as:
a) the PC (workstation), where QuickBooks Pro is installed, is not the same PC (workstation) as where Filopto is currently running (i.e. two different computers)
b) you are using Filopto Online and you are using QuickBooks Pro Desktop, which is NOT online (QuickBooks is installed on your local PC)
c) you are accessing Filopto via a Remote Desktop environment (example: Remote Office or from Home) and your QuickBooks is on your local PC
Minimum Requirements:
1. |
The installation of the Filopto's QuickBooks Connector and version 10 or later of Filopto. |
2. |
For connection to a remote QuickBooks program (not located on the Filopto Workstation), the "Remote Connector for QuickBooks" program must be installed on the QuickBooks workstation. |
3. |
Minimum of Intuit QuickBooks Pro USA version 2010 or Canadian version 2010 |
4. |
QuickBooks must be run in the multi-user mode. |
How it works:
When the Filopto QuickBooks Pro Connector is activated, the authorized user must configure the link between Filopto and the QuickBooks database. Several key pieces of information are required to be entered in the Connection setup screen of the Filopto Quickbook Pro Connector program. Once entered, a link is established between Filopto and QuickBooks that permits the transfer of data between both programs.
To activate a transfer, the user identifies the type of transactions to be sent and presses on the Transfer selected data to QuickBooks button. This task activates the links and transfers only the transactions not previously sent. A log of all the transactions sent are kept in the transfer log screen for reference purposes.
(Read and implement this complete help section before doing your first transfer to QuickBooks)
