Connecting BudgetLink to QuickBooks - Revision history

Nic at 03:08, 19 November 2014

2014-11-19T03:08:30Z

← Older revision		Revision as of 22:08, 18 November 2014
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	You can connect BudgetLink to your [[QuickBooks]] data file.		You can connect BudgetLink to your [[QuickBooks]] data file.

	== Connecting BudgetLink to ~~MYOB~~ QuickBooks ==		== Connecting BudgetLink to QuickBooks ==

	[[File:QuickBooksDataFileSetup.png\|300px\|thumb\|right\|Data File Setup dialogue for QuickBooks]]		[[File:QuickBooksDataFileSetup.png\|300px\|thumb\|right\|Data File Setup dialogue for QuickBooks]]

Nic at 03:56, 7 May 2014

2014-05-07T03:56:27Z

← Older revision		Revision as of 22:56, 6 May 2014
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	# Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information;		# Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information;
	# Enter '''Company Name''';		# Enter '''Company Name''';
	# Select '''~~MYOB AccountRight 2013 or Higher~~''' as the '''Data File Type''';		# Select '''QuickBooks''' as the '''Data File Type''';
	# Choose whether to '''Run QuickBooks and connect to data file''', '''Connect to QuickBooks data file in background''' OR '''Connect to QuickBooks data file already opened''';		# Choose whether to '''Run QuickBooks and connect to data file''', '''Connect to QuickBooks data file in background''' OR '''Connect to QuickBooks data file already opened''';
	# If using '''Run QuickBooks and connect to data file''' or '''Connect to QuickBooks data file in background''', click '''Browse''' to select the location of your data file;		# If using '''Run QuickBooks and connect to data file''' or '''Connect to QuickBooks data file in background''', click '''Browse''' to select the location of your data file;

Nic at 21:46, 18 February 2014

2014-02-18T21:46:43Z

← Older revision		Revision as of 16:46, 18 February 2014
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	* We recommend you use '''Connect to QuickBooks data file already opened''' to connect to your QuickBooks data file. In this way, you only need to ensure you open your data file before running the [[Get Data]] process.		* We recommend you use '''Connect to QuickBooks data file already opened''' to connect to your QuickBooks data file. In this way, you only need to ensure you open your data file before running the [[Get Data]] process.

			* The '''Authorise QuickBooks Connection''' only works when logged into your QuickBooks data file as an administrator.

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Nic at 21:45, 18 February 2014

2014-02-18T21:45:42Z

← Older revision		Revision as of 16:45, 18 February 2014
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	To connect BudgetLink with QuickBooks, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue.		To connect BudgetLink with QuickBooks, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue.

	# Ensure you have your QuickBooks data file opened before hand.		# Ensure you have your QuickBooks data file opened before hand. You will need to be logged into it as the administrator;
	# Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information;		# Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information;
	# Enter '''Company Name''';		# Enter '''Company Name''';

Nic at 04:14, 28 August 2013

2013-08-28T04:14:24Z

← Older revision		Revision as of 23:14, 27 August 2013
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	# The '''QuickBooks - Application Certificate''' dialogue will display. Select '''Yes''' to always authorise BudgetLink to connect to this file'		# The '''QuickBooks - Application Certificate''' dialogue will display. Select '''Yes''' to always authorise BudgetLink to connect to this file'
	# Click '''Continue''' followed by '''Done''';		# Click '''Continue''' followed by '''Done''';
	# Return to BudgetLink;		# Return to BudgetLink and click '''OK''' on the message;
	# Click '''OK''' to close the '''Data File Setup''' dialogue;		# Click '''OK''' to close the '''Data File Setup''' dialogue;
	# Click '''Close''' to close the Manage Data Files dialogue;		# Click '''Close''' to close the Manage Data Files dialogue;

Nic: Created page with "== Overview == You can connect BudgetLink to your QuickBooks data file. == Connecting BudgetLink to MYOB QuickBooks == [[File:QuickBooksDataFileSetup.png|300px|thumb|ri..."

2013-08-28T04:09:09Z

Created page with "== Overview == You can connect BudgetLink to your QuickBooks data file. == Connecting BudgetLink to MYOB QuickBooks == [[File:QuickBooksDataFileSetup.png|300px|thumb|ri..."

New page

== Overview ==

You can connect BudgetLink to your [[QuickBooks]] data file.

== Connecting BudgetLink to MYOB QuickBooks ==

[[File:QuickBooksDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for QuickBooks]]
[[File:QuickBooksAuthorisationDialogue.png|300px|thumb|right|QuickBooks - Application Certificate dialogue]]

To connect BudgetLink with QuickBooks, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue.

# Ensure you have your QuickBooks data file opened before hand.
# Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information;
# Enter '''Company Name''';
# Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type''';
# Choose whether to '''Run QuickBooks and connect to data file''', '''Connect to QuickBooks data file in background''' OR '''Connect to QuickBooks data file already opened''';
# If using '''Run QuickBooks and connect to data file''' or '''Connect to QuickBooks data file in background''', click '''Browse''' to select the location of your data file;
# Click '''Authorise QuickBooks Connection''' and answer '''Yes''' when prompted to authorise;
# The '''QuickBooks - Application Certificate''' dialogue will display. Select '''Yes''' to always authorise BudgetLink to connect to this file'
# Click '''Continue''' followed by '''Done''';
# Return to BudgetLink;
# Click '''OK''' to close the '''Data File Setup''' dialogue;
# Click '''Close''' to close the Manage Data Files dialogue;
# Run your first [[Get Data]].

=== Notes ===

* We recommend you use '''Connect to QuickBooks data file already opened''' to connect to your QuickBooks data file. In this way, you only need to ensure you open your data file before running the [[Get Data]] process.

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=== Video ===

This getting started video will show you how to connect BudgetLink with QuickBooks. It details how to set up the connection, how to authorise BudgetLink to connect to your data file, as well as how to correct duplicates in your [[Accounts|chart of accounts]] and [[Classes|class hierarchy]].

{{#ev:youtube|rieeAzaFg1I|560|left|BudgetLink Getting Started for QuickBooks}}

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== Related Topics ==

* [[Changing how BudgetLink connects to your data file]]