ADJUSTRITE QUICKBOOKS DESKTOP INTEGRATION

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

AdjustRite is now able to sync to Quickbooks. The feature will allow you to:

• Sync AdjustRite to Quickbooks desktop

•Choose one or multiple facilities to link Quickbooks account(s) • Import customer data to AdjustRite

• Manage Quickbooks customers in AdjustRite • Sync accounting codes between systems

• Send invoices to Quickbooks • Send estimates to Quickbooks

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

To begin, you will need to first install our EMS File Manager which will require a Windows device.

If you already have the EMS File Manager installed, please click here to proceed to the flagging files for export section (Page 7). The system will automatically prompt to update the tool when launched.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

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ADJUSTRITE - QUICKBOOKS DESKTOP INTEGRATION

Choose “Install” and follow the installation instructions. Note, you will have to give Windows

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ADJUSTRITE - QUICKBOOKS DESKTOP INTEGRATION

When the installation is completed, the AdjustRite EMS File Manager will minimize to the Windows system tray near your clock. Double click to open.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Once installed, login using the same credentials you use for

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Once logged in, choose the Quickbooks option button on the left. This

will open five simple steps to setup the utility.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Step 1: Click on the Install QB Integration

Components button. This will install files that

will allow AdjustRite sync with Quickbooks.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Step 2: Choose your AdjustRite facility. If you

only have one, you can skip this step as it will

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Before proceeding to the next step, make sure Quickbooks is closed.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Step 3: Next you have to select the Quickbooks company file from your computer. Click on the “…” button which will open your hard drive. Locate the .qbw file and

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

If successful, you should see a path filled out in the Select Quickbooks

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

We also provide you a tool to test the

connection. Now open Quickbooks desktop. Quickbooks needs to be

running before clicking Test Connection.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

If sync’d, the tool will provide a successful connection message.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Step 4: Choose the Enable checkbox and Save Settings button to

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Step 5 (Optional): The tool also allows you to import customers from

Quickbooks into AdjustRite. Choosing

the “Synchronize Customers” button will

take all Quickbooks customer data and place

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Next, you will need to map Quickbooks codes to AdjustRite. Choose Manage

Items from the Administration > Accounting drop-down menu.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Each account will have a field that you will be able to enter your Quickbooks

account number.

These can be located in Quickbooks under Lists > Item List.

*Note, the entries in this screenshot are only examples.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

When done, choose the Save Account Numbers button.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

The setup is now complete, and you are ready to start moving data from

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

We recommend indicating if the unit was repaired or not in Step 5: Repair Invoice. In doing so, you will be able to track which files need to be moved to Quickbooks for invoicing.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Next, users will need to select if they are exporting invoices or

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Choose Quickbooks Desktop Connection from the Administration >

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

First, make sure the connection is Enabled.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Then choose to Create Invoices or Create Estimates and Save the

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

To enter the Quickbooks integration page, you can either select Manage Invoice on Step 5

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

choose Administration > Accounting > Manage Accounting Exports

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

The link will open a new page which is split into two grids, Manage Accounting Exports and

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Manage Accounting Exports will auto-populate files created in the past 30 days flagged as repaired.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Search criteria is provided to further filter the grid, including date range,

search, and a unit repaired checkbox. To update the grid, click

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Once the file(s) you are looking to move to Quickbooks is located, you

can select the checkbox (far left) to flag the file. The checkbox at the top will select all visible files in the

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Before proceeding, make sure Quickbooks desktop and the AdjustRite EMS File Manager are

running in the background. With the file(s) selected, click the

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

This will transfer the data to Quickbooks and move the file from

the Manage Invoices grid to the Invoice History grid.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

Once sent to Quickbooks, the file will now show up in the Invoice

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

You are able to filter the invoice history using the search criteria and

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

There is an available Resend button for cases in which you need to

manually resend the data to Quickbooks.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

If Quickbooks was not open when you attempted to send the data, you

can remove the file from the grid which will place it back into the Manage Accounting Exports grid.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

If the file was successful, there will be a checkbox and an invoice

number displayed.

*Note, it may take up to 10 minutes for the grid data to update.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

The data is now in Quickbooks which can be located under Invoices

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

If unsuccessful, an error message will display. This will normally populate if Quickbooks was not open when the file was flagged for

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

If you have synchronized customers, you can view/edit them via Maintenance >

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

The grid will display all available

AdjustRite customers. If the customer was imported from Quickbooks, the last

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

The grid will display all available

AdjustRite customers. If the customer was imported from Quickbooks, the last

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

You can sort the grid by using any of the column headers, including the new QB column.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

We have also added new features to

maintain your customer list.

Checkboxes are now available to select all or specific customers.

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ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION

If duplicates are located, select the duplicate(s) and choose Delete