Configuration for QuickBooks

eReminder QuickBooks Integration provides an easy way to share data between QuickBooks and eReminder. Just one-click, you can send data to QuickBooks, import/export from eReminder to QuickBooks, and vice versa.

Before share data between QuickBooks and eReminder, you need make some basic configuration for QuickBooks.
Allow to Access QuickBooks
Config Integrated Application (Optional)

 

1. Allow to Access QuickBooks

When you synchronize data between eReminder QuickBooks Integration and QuickBooks at the first time, the following dialog will pop up. To make the synchronizing successfully, you can select any option but No. If you grant the access, the Access Confirmation dialog will show details access information. After you press Done, eReminder QuickBooks Integration can synchronize data with QuickBooks.

2. Config Integrated Application (Optional)

The step is optional. In Integrated Application section, you can manage all applications that interact with the QuickBooks company file.

  1. Start QuickBooks.

  2. From Company menu, select Modify Service Access..., or from Edit menu, select Preferences...

  3. Select Integrated Applications in the left navigator.

  4. Switch to Company Preferences tab.

  5. Choose eReminder QuickBooks Integration, click button Properties...

  6. In the Access Rights tab, you can choose Prompt before allowing access, or Allow this application to login automatically. For detailed information, please refer to the help of QuickBooks.

What do you want to do?

Learn more about table view
Learn more about eReminder QuickBooks Integration
Learn more about import & export
Learn more about synchronize appointments
Learn more about synchronize tasks
Learn more about synchronize contacts
Learn more about preferences

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