The QuickBooks Integration is our most intricate integration tool due to the amount of moving pieces. A lot of those intricate details come in the setup, so make sure if you have training time available that you consult an OfficeTools by CARET Trainer for guidance. The QuickBooks Integration allows for exporting of all stages of billing to the QuickBooks program. All time, invoices, and payments can be exported into QuickBooks for general ledger purposes or regular billing functions. This is the key component. Contact information can be updated and time can be exported for payroll purposes on top of the billing functionality so this tool really keeps these two programs harmonious and keeps all financial information for your firm at your fingertips.
The QuickBooks Integration requires that you provide WorkSpace with the exact path to your QuickBooks Company File.
To specify the QuickBooks company file, on your menu bar in OfficeTools by CARET click (Setup> My Company> Information & Settings), then click ‘Integrations’, and navigate to the ‘QuickBooks Tab. Inside the box that says ‘Select your QuickBooks Company file’, either type in the path or click the Ellipsis (…) button and select the company file.
Once you have either typed in the full path (and pressed TAB to set the value) or selected the file using the ellipsis (…) to choose the file, it should attempt to connect to your company file and bring up the following “Application Certificate” window in QuickBooks (if the Application Certificate window does not automatically appear, click the “Defaults” button in bottom right-hand corner of the QuickBooks Integration Options window, this should trigger an attempted connection to your QuickBooks file and cause the Application Certificate window to open). Make sure you are logged into QuickBooks as the Administrator in Single User mode.
Select the option third from the top, “Yes, whenever this QuickBooks company file is open”. This means that in order to use any of the functions of the integration, you will need to have your company file open on the workstation from which you’re using the integration. The checkbox to "Allow this application to access personal data such as Social Security Numbers and customer credit card information" will also need to be checked in.
Please note at this time we do not support QuickBooks Enterprise for our QuickBooks integrations.