EXPORT - QUICKBOOKS

Update 22 Init 13

Overview

• This screen is opened by going to the Export Menu and selecting QuickBooks and facilitates all exports to QuickBooks.

Notes

• QuickBooks must be running on the desktop running Coreflex.  Whichever QuickBooks file is open will be the one that Coreflex Connects to.
• The first time that you connect to QuickBooks you will need Administrative access to QuickBooks (usually this means logging in the Admin user to QuickBooks).  QuickBooks will display a warning message that third party software is attempting to connect with it.  You should answer the message indicating that it is always ok for Coreflex to connect.

Fields

• From / To. 
  • If the Filter by Date checkbox is checked, only items in the date range selected will be exported to QuickBooks.

Buttons

• Connect to QuickBooks. 
  • Performs the Operations highlighted in the left list.  Status information and Errors are list in the center list. 
  • Create Invoices.  Creates an invoice in QuickBooks for all Sales Orders in a status of Shipping Complete.  The Sales order status will be changed to Awaiting Backorder Generation.
• Save Selections. 
  • Saves the highlighted Operations and will re-highlight them the next time the screen is opened.
• Restore Selections. 
  • Highlights the previously saved Operations.
• Save to File. 
  • Saves the results messages to a text file. The information saved is determined by the Check Boxes:
  • All Transactions.  All result lines displayed are saved to the file.
  • Error Only.  Only result lines containing errors are saved to the file.
• Ok and Cancel. 
  • Closes the screen.