SI's integration with QuickBooks Desktop (QBD) allows you to create estimates and purchase orders in QBD directly from your SI projects. You can also create items in your QuickBooks database directly from your SI catalog of items.
Click here for information about supported QBD versions.
Rules for QuickBooks Desktop Integration
QuickBooks Desktop must be installed on the machine where the SI client is installed.
Your QuickBooks company file can be stored on any machine on your network, but the actual QuickBooks application must be installed on the machine.
During the initial connection, you must be logged into QQBD as the Admin, and you must be in "Single User Mode."
Connect SI and QuickBooks Desktop
1/ Open your QuickBooks company file (.QBW), log in as the Admin, and switch to Single User Mode.
2/ In the SI Control Panel, double-click QuickBooks Settings under Integrations, choose QuickBooks Desktop, and click the Add button to map SI to your QBD company file (.QBW).
3/ Configure the rest of your QuickBooks settings.
Check out this article on configuring QuickBooks settings for more details.
4/ Click the Test Connection button.
5/ Click the QuickBooks icon on your taskbar that is flashing for attention.
6/ On the QuickBooks form, select the following and click Continue. You will need to set Login as to Admin.
7/ Click Done.
You have now made the connection between SI and QBD.
Post Connection
What happened in QuickBooks can be viewed under Edit > Preferences in QBD.
When the Preferences form opens, click Integrated Applications and then the Company Preferences tab.
Click the Properties button to view the permissions you just granted. They should look similar to the image below.