Online Version Set Up
To set up an Online QuickBooks connection, first you will need to add a new set up to your accounting companies.
A company will need to be created for each of your Ditat companies needing data transferred.
Setting Details
Field | Description |
1 | In this field, select which of your Ditat companies to connect. |
2 | In this field, select a QB sync user. Each set up will need a unique user built. This user needs to be added to the QBWebConnectorUsers user group. |
3 |
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4 | Click this button. This will take you to a QuickBooks log in page. An admin user will need to enter their credentials here. |
5 | In this area they will either be a yellow check mark indicating there is a good connect or a red info circle indicating there is not a good connection. |
6 | In this field, select which user group should receive notifications for QB syncs. |
7 | Here select what type of data should be sent to the notification group after each sync. |
Default AR/AP account data will be set after your first sync. After the first sync, Ditat will pull these accounts from QuickBooks for you to link how data should flow each sync.
The Online QuickBooks integration is set to sync every 15 minutes, however that sync will only happen if there is Data from Ditat to send to QuickBooks. If you make updates to the Chart of Accounts or QuickBooks items those may take up to 1 hour to pull over into Ditat if there is nothing in the queue to send from Ditat.
QuickBooks Items list Ditat will only import 1000 items to use for Invoices from the QB Item list.
Extra Settings
To auto apply credits; in your QuickBooks account settings, toggle this setting on to auto apply credits or toggle off to not auto apply credits.
To stop duplicate entry warning messages; in your QuickBooks account settings, toggle this setting on to off to stop receiving duplication entry messages in Ditat or on to receive these messages.
