Setting up the Connector in Enterprise for Windows

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Configuration Guide

To get the QuickBooks Desktop Connector setup and running properly you will need to perform the following actions:

  1. Verify that you can login to QuickBooks Desktop from this work station with the admin user
  2. Create a blank new SQL database using the BirdDog engine
  3. Setup the QuickBooks Desktop Connector
  4. Run connectors to download initial data from QuickBooks Desktop to your BirdDog database
  5. Allow access from QuickBooks Desktop
  6. Populate Connector data with default information
  7. Setup a job to automate pushing subsequent QuickBooks Desktop changes up to the BirdDog database

Verify that QuickBooks Desktop is accessible

Verify that you can open the QuickBooks Desktop company that you want to integrate to BirdDog with the Admin user and password, leave QuickBooks Desktop open.

Create a blank new SQL database

BirdDog requires Microsoft SQL. The customer will either need to provide us with an existing Microsoft SQL instance to install to, or we can install the free version known as SQL Express.

To generate the new database properly, you will need to perform the following actions.

  • Create a Blank Database in Microsoft SQL Server Management Studio
  • Open the SQL script provided to you by BirdDog, then search for *DATABASENAME* and replace this (including the asterisks) with your new database name.
  • Run this script against that database. Be advised that the SQL Server Management Studio current database dropdown list automatically defaults to master so watch out for that.

Setup the QuickBooks Desktop Connector

To configure Enterprise for Windows to use QuickBooks Desktop, you need:

  1. Ensure this Enterprise for Windows instance is installed on a machine that has access to and can successfully run the QuickBooks Desktop server installation.
  2. Go to Maintain > Setup > Connector Accounts
  3. Click Add
  4. Enter your QuickBooks Desktop Credentials
    • Type: QuickBooks Desktop should be selected in this dropdown list
    • Path and File Name: needs to be something like \\sage100\Sage\QuickBooks Desktop Standard\MAS90\Home
    • Sage User: Should be a non-admin user
    • Company Number: This is your company number
    • All Other Fields: All other fields should be left empty at this time.
  5. Once you are satisfied with your setup, click Save and then Close

Run the QuickBooks Desktop Connector for Initial Data

During initial configuration and anytime you want to force the process after that you can run the connector manually:

  1. Enterprise for Windows > Processes > Run Connectors
  2. This will communicate the inital to/from the BirdDog database

Allow Access

  1. In QuickBooks Desktop, login as Admin
  2. Navigate to Company Maintenance | Select Company | Preferences
  3. Enable the Allow External Access option

Finish the QuickBooks Desktop Connector Setup

Now you need to update the existing QuickBooks Desktop connector with the missing info we skipped earlier:

  1. Go to Maintain > Setup > Connector Accounts
  2. Select they QuickBooks Desktop connector you just setup
  3. Click Edit
  4. Populate the Customer Type, Ship Via, Tax Schedule, Tax Liability and Location options via the dropdown lists. These will be the customer defaults in Sage when they're brought down from BirdDog (or other connector account, ala Service Pro) to QuickBooks Desktop.
  5. Notify Email: Email address to receive activity reports from the connector.
  6. Notify Verbosity: Use this dropdown list to setup how frequently you want to receive notifications:
    • All - receive email alerts every time the connector runs, regardless of activity
    • Activity - receive email alerts when something is uploaded to or downloaded from Amazon
    • Errors - only receive alerts when the connector encounters errors
    • None - receive no email alerts ever

Create the Job

To ensure BirdDog keeps the data flowing between Sage and Service Pro automatically you will need to:

  1. Go to Maintain > Jobs
  2. Click on the Schedule New Job button
  3. Select Run Connectors in the Job dropdown list
  4. Schedule the job according to how frequently you want it to run (for example, every hour or at a certain time each day.)
  5. Save.