QuickBooks Setup
Please review the following information on QuickBooks Setup before you attempt to install the Integrator software.
For best results it is recommended that you create a new company file in QuickBooks before attempting initial synchronization. If you choose to use an existing company file, it is highly recommended that you choose a synchronization date after the last manual entry of Management System information into QuickBooks. So if, for example, you added some data into QuickBooks today, say a reposted invoice or credit, you need to make sure the start date for initial synchronization is tomorrow. Overlapping manually entered data with imported data creates a strong likelihood of import errors and duplication of data.
Be sure to answer “Yes” to Sales tax when you create your new company file or that Sales tax is enabled if attempting to synchronize an existing company file before you attempt to synchronize. Your QuickBooks company file must be configured to allow for sales tax, whether or not your facility charges sales tax. This is required for accurate synchronization of the data tables between QuickBooks and the Management System. You also need to configure QuickBooks for Inventory to import inventory records. Failure to configure QuickBooks correctly will result in a need to create a new company file and reinstall the Integrator software.