QuickBooks Desktop Link Installation Instructions

The CommitCRM-QuickBooks Link setup uses a step-by-step wizard. In the installation instructions below, only the main steps of the installation process are covered.

The CommitCRM-QuickBooks Link needs to be set up once, after the initial setup you simply use the various options available to you from the QuickBooks menus.

Depending on your current system installation you may be asked to download an Intuit setup file. If you are asked to download the Intuit file, follow the download instructions that will be displayed.

Before running the setup make sure QuickBooks is installed on your computer, it is working properly and includes the latest patches and updates, and that you are logged in as a Windows Administrator.

Requirements

• Using the CommitCRM QuickBooks Link requires a Quickbooks client to already be installed on the PC that you want to generate invoices and sync data from.

This can be set up on a single computer responsible for creating invoices for all the charges in the system. Alternatively, you can have the client installed on any PC that needs to use the link. Once the QuickBooks client is installed and connected to the QuickBooks Company File, you can continue with the CommitCRM QuickBooks Link Installation steps.

Installing the CommitCRM-QuickBooks Link

From the Main menu, select Tools > Options...

and then navigate to the QuickBooks tab.
The Options dialog box appears.

Select the country your edition of QuickBooks belongs to, and click Connect button.

To integrate with QuickBooks, CommitCRM uses the latest direct API technologies offered by Intuit/QuickBooks, known as QBFC. QBFC should be installed on every PC on your network which will be using the CommitCRM-QuickBooks Link.

If QBFC is not installed on your PC, you will be asked to install it.

Click 'Yes'. QBFC must be installed in order to use CommitCRM-QuickBooks Link.

If you do not have the QBFC installation file, you may download it from the CommitCRM web site. Instructions for downloading the file from the CommitCRM site will appear. Follow these instructions, and then continue with the setup process. To view QBFC installation instructions including all the steps, go to the QBFC Installation Instructions for CommitCRM-QuickBooks Link section.

The entire synchronization process takes place between CommitCRM and a QuickBooks company file which you select.

Continue with the wizard until you are asked to select the QuickBooks company file you wish to synchronize with CommitCRM.

Click on 'Click to Select' button to select your QuickBooks company file.

Select the company file and click Open.

After selecting the company file continue with the setup process.

In the following screen, you will be asked to run QuickBooks and open the selected QuickBooks company file as a QuickBooks Administrator user and in Single User mode. Follow these instructions carefully to ensure a smooth installation of the CommitCRM-QuickBooks Link.

Make sure you select the following settings as illustrated above:

1. Always allow access even if QuickBooks is not running
2. Login as user with Admin privileges.

Note: The dialog box you see may slightly differ from the one above depending on your version/edition of QuickBooks.

Click Continue. QuickBooks will then ask you to confirm that you grant the permissions to CommitCRM. Click Yes.

The following confirmation dialog box may be displayed.

Click Yes to grant access.

Finally, the Access Confirmation window is displayed.

This is the last confirmation needed to allow CommitCRM to access your firm's QuickBooks data file.

Click Done.

Click Finish.

You will be returned to the Options window. Confirm by clicking OK.

Done! The CommitCRM-QuickBooks Link setup is now complete.

Go back to the main CommitCRM-QuickBooks Link setup guide.

QBFC Installation Instructions for CommitCRM-QuickBooks Link

Follow the detailed instructions below to set up QBFC for CommitCRM-QuickBooks Link. This procedure is only required once.

To integrate with QuickBooks, CommitCRM uses the latest direct API technologies offered by Intuit/QuickBooks, known as QBFC. QBFC should be installed on every PC on your network which will be using the CommitCRM-QuickBooks Link.

You may be asked to install QBFC.

QBFC must be installed in order to use CommitCRM-QuickBooks Link. Click Yes to install QBFC.

If you do not have the QBFC installation file, you may download it from the CommitCRM web site. Instructions for downloading the file from the CommitCRM site will appear. Follow these instructions, and then continue with the setup process.

The entire synchronization process takes place between CommitCRM and a QuickBooks company file which you select.
Continue following the wizard until you are asked to select the QuickBooks company file you wish CommitCRM to sync with.

If a window pops up with a security message about the QBFC7_0Installer.exe file, allow all security warnings, and run the file.

The QBFC installation will begin:

Click Finish. The QBFC installation is complete.

Go back to the main CommitCRM-QuickBooks Link setup guide.