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[C] Get Up and Running | CLEARIFY

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Version 233

[C] Get Up and Running

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Create Users, Set Preferences, Invoke Wizard

 

STEP [A]  Utilize the Pre-Install Guides

Ensure that you have reviewed the Pre-Install Guides, including the requirements checklist for hardware, software, QuickBooks desktop versions and deployment, and what is needed to implement QQube properly.

 

STEP [B]  Choose the Correct Install Option

Confirm that you have chosen the proper installation type whether for a single-user on a workstation or a terminal server environment which requires a dedicated synch server user.

 

STEP [C]  Get Up and Running

Connect QQube to QuickBooks.  You will create a regular QuickBooks User with unrestricted access to the QuickBooks data.  Enterprise users will create an additional Custom Reporting User for access to additional extraction features.
Set QuickBooks Preferences.  Set preferences in each QuickBooks file to avoid synch errors due to limitations in the Intuit Software Development Kit (SDK),

Run the Wizard.  Walks you through the connection of your QuickBooks file to QQube, selecting your initial data models, confirming your extraction date range,  and choosing a synchronization option.  Upon completion, you can load your data immediately or defer.

Adding Additional Companies.  With the OPTIONAL Multi-Company Add-On, you can add additional companies to QQube, and aggregate information - or filter by specific company(ies) - from any data model.

 

After you have loaded your data, then learn how to use QQube.

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