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Quickbooks POS Integrator Configuration

Overview

After you install Modern Retail's Quickbooks POS Integrator, it needs to be configured.  The instructions below describe how to configure this Integrator.

Configuration Instructions

In order for Quickbooks POS to communicate with Store Manager, it must be properly configured.  The instructions below show you how to properly enter the necessary values in the following configuration screen:

 

QBPOS-config-screen.gif

 

These configuration instructions must be followed exactly or the Integrator may fail to run.

 

You get to the above configuration screen by double-clicking on the MR Integrator icon on your computer's desktop.

 

QBPOS-desktop-small.gif

 

This will display the following screen.  From here please click the "Configure ..." button.

 

QBPOS-configure.gif

Quickbooks

This section shows you how to configure the following information:

  • Computer Name

  • Company Data

  • Version

  • User Name

  • Password

Computer Name

You can find the Computer Name by going to Tools > User Information in Quickbooks POS.

 

QBPOS-User-Information-Menu.gif

 

This will display the Computer Name in a window similar to the following:

 

QBPOS-User-Information.gif

 

Quickbooks always capitalizes the Computer Name under Tools > User Information.  However, this is case-sensitive so you many need to double-check Microsoft Windows for this setting.  The Computer Name can be found in Windows under System Properties.  However, this screen will often show a period in the Computer Name which should NOT be entered into the configuration.

 

Company Data

You can find the Quickbooks POS Company Data name by going to File > Company Data > Open.

 

QBPOS-Company-Data-Menu.gif

 

The popup that’s displays shows the name of Company Data file you are currently using.  Please make note of the capitalization, spacing and any other formatting of this name as it needs to be typed in IDENTICALLY into the Integrator’s Configuration screen.

 

QBPOS-Company-Data-Popup-2.gif

 

Version

The Version can be found by going the Help > About Point of Sale in Quickbooks.

 

QBPOS-Version-Menu.gif

 

At the very top of the screen that’s shown you will see something like “Quickbooks Point of Sale Version 5.0 R13”.  However, you ONLY need to type the base number, 5 in this case, into Integrator’s Configuration screen.

 

QBPOS-Version.gif

 

User Name & Password

The User Name must be Sysadmin and the Password is whatever you currently use when logging into Quickbooks POS.

 

QBPOS-Sysadmin.gif

Website

This section shows you how to configure the following information:

  • Website URL

  • User Name

  • Password

  • Store Code

Website URL

The Website URL must be entered as the following:

 

https://manager.modernretail.com/qbpos

User Name

The User Name under the Website section of the configure is NOT your Quickbooks POS User Name. Instead, it is a unique User Name given to you by Modern Retail.  Please submit a Support Request if you need this information.

Password

The Password under the Website section of the configure is NOT your Quickbooks POS Password. Instead, it is a unique Password given to you by Modern Retail.  Please submit a Support Request if you need this information.

Store Code

The Store Code is a unique number given to you by Modern Retail.  Please submit a Support Request if you need this information.

Processing Options

Finally, you need to configure the Integrator to send the very first upload to Store Manager.  You do this within the Processing Options area of the configuration.

 

Check the Upload Item box and enter a Last Run Date.  The Last Run Date determines how much inventory should be sent to Store Manager and is generally a year prior to today's date (i.e. 01/01/2007).

 

QB-last-run.gif

 

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