Features
- Sends new invoices from Erply to QuickBooks
- Synchronizes customers between Erply and QuickBooks
- Sends invoice payments from QuickBooks to Erply
How to Set Up
Erply QuickBooks connector setup User Guide
We have developed a QuickBooks integration solution that allows the Erply application to communicate with Intuit’s QuickBooks accounting software.
QuickBooks integration can be turned on in Erply and as a result you can send QuickBooks customers and items through the QuickBooks Web Connector to Erply, and Erply invoices to QuickBooks.
This guide will detail how to turn on and use the QuickBooks and Erply integration module.
QuickBooks Integration Setup
To set up your QuickBooks Integration follow these steps:
1. Download QWC file
2. Download and install QBWC
3. Add QWC file
1. Download QWC file
In Settings > Configuration > QuickBooks Integration, you should create a new password and download the QWC file.
To create the password, click the ‘Generate new password’ button and click ‘Save’ in the upper right corner.
To download the .QWC file, click the ‘Get .QWC file’ button.
2. Download and install QBWC
QuickBooks Web Connector is a software application that runs on Microsoft Windows and enables to exchange data between specially designed web-based applications and QuickBooks products.
Please ensure that you are using a supported version of QuickBooks: QuickBooks Simple Start 2010.
You must download and install the web connector. The QuickBooks Web Connector software installer is available for everyone as a free download from http://marketplace.intuit.com/webconnector/.
3. Add QWC file
You can import the content of the QWC in two ways:
a) By double-clicking on the QWC file. The QWC file extension is registered and the web connector will add it automatically after you double-click on it.
b) Open the QuickBooks Web Connector. Click the Add an application button in the lower right corner and browse for the .QWC file.
Figure 1-1
After a few moments an Authorize New Web Service screen will be displayed. Click the ‘OK’ button.
Figure 1-2
QuickBooks will display a screen to authorize access to QuickBooks. Select the option which allows access whenever QuickBooks is opened and Continue.
Figure 1-3
Click Done.
Figure 1 -4
Enter your password in the Password field in the QuickBooks Web Connector. Click Yeswhen asked to save the password.
Figure 1-4
You can sync Erply with QuickBooks only once every 10 minutes and no more. If you would like the Web Connector to automatically sync Erply with your QuickBooks software, tick the Auto-Run box and enter an interval (in minutes) in the Every_Min field. For example, to sync every 5 hours, tick the Auto-Run box and enter 300.
Figure 1-5 Automatic Sync
To manually sync, tick the box on the left and click Update Selected at the top of the QuickBooks Web Connector.
Figure 1-6 Manual Sync
Erply is now integrated with your QuickBooks software.
Which fields will be imported when I upload customers from QuickBooks?
When you create a new Customer in QuickBooks, the listed fields will be imported into Erply.
If the ‘Company name’ field is filled, a new company is created in Erply. Otherwise a new person is created in Erply.
If ‘Bill To’ address field is filled, the customer’s address is created in Erply.
Erply
QuickBooks
If ‘Company name’ and ‘Contact’ fields are filled, a Contact Person is created in Erply.
QuickBooks
Which fields will be imported when I upload products from QuickBooks?
When you create a new Item/Product in QuickBooks, the listed fields will be imported into Erply.
Which fields will be imported when I upload invoices from Erply?
When you create a new Invoice in Erply, the listed fields will be imported into QuickBooks.
If the customer doesn’t exist in QuickBooks, it will be automatically created by the invoice uploading.
Address(Erply) – Bill To(QuickBooks)
If ‘Customer’ and ‘Address’ fields are filled, the address will be imported into QuickBooks.
If ‘Address’ field is not filled, but ‘Payer’ and ‘Payer address’ fields are filled, the payer address will be imported into QuickBooks.
Erply
QuickBooks
Items
Erply
QuickBooks
Important!
Before importing invoices you should create the item ‘inv_item’ in QB.
