Ch 4.3 QuickBooks
Integrating Presidio with QuickBooks offers the following benefits: Automatic creation of QuickBooks itemized invoices (by Part) from Presidio Jobs (Job C...
Mon, Jan 9, 2023 at 1:39 PM
The QuickBooks integration can be performed from any Presidio workstation that also runs QuickBooks. A one time prerequisite installation is required for e...
Mon, Jan 9, 2023 at 1:39 PM
There are a few required setup steps to complete prior to initializing the integration. QuickBooks Company File From Presidio, open Tools > Setup ...
Mon, Jan 9, 2023 at 1:39 PM
Before you attempt to Export your first invoice, please confirm the following: The QuickBooks Company File location has been defined in Presidio At least...
Mon, Jan 9, 2023 at 1:41 PM
To initialize/update the integration certificate QuickBooks must be open in Single User Mode on the Presidio workstation. After the integration is initiali...
Mon, Jan 9, 2023 at 1:41 PM
The QuickBooks Online connector must be licensed and installed. This process will take several hours and may require a Presidio update. Please contact us...
Mon, Jan 9, 2023 at 1:43 PM
New QuickBooks users migrating from another accounting system should initialize their QuickBooks data before going live with the Presidio integration. Quic...
Mon, Jan 9, 2023 at 1:43 PM
When you have opened your QuickBooks file via a different path than assigned in Presidio System Settings, the following message will appear: This o...
Mon, Jan 9, 2023 at 1:44 PM
QuickBooks Online allows mapping to 3 custom fields. In Presidio, open TOOLS > SETUP > SYSTEM SETTINGS the click the Invoicing tab. There is a sect...
Mon, Jan 9, 2023 at 1:44 PM
Invoice Status Keys (internal use only) Status lItemKey Waiting 1 Queued 2 Pending 3 Final 4 Deleted 5 Voided 6 Paid 7 Invoiced 8 Note...
Mon, Jan 9, 2023 at 1:44 PM