PPS QB Setup


Prior to initial set up QB must be run in Single User Mode.

A user called Scale should be created with most permissions such as create invoices, add edit delete products, customers and vandors

Login to quickbooks as administrator and press F2

You will see the path to the quickbooks file in the middle of the QB screen

copy and paste that path below and click Save and Close



After this is set go to Actions and Test QB Connection

Quickbooks will pop up with a certificate form.  Select that the software can connect when quickbooks is not running and select the user scale from the dro


Invoicing Tab

The above settings are defined below

Quickbooks Interface On : This should always be on if you want to sync
 Quickbooks Insert Pricing : Insert Pricing from PPS to QB when checked.  If not checked it uses    the qb default pricing or customer pricing if configured
 Quickbooks Overwrite Description : When checked the item "Product Name" in PPS us used        to invoice otherwise the quickbooks description will be used
Put Individual Weights in Desc : Appends each weight shipped to the end of the Peoduct               Name up to 700 items
Insert Case Count to end of Desc : Appends a total case count to the end of teh QB           description
Add CR between line items : Adds and extra space between each line item on the QB invoice
Use Other1 Field for Qty : Puts the Cases scanned count in the Other 1 field in QB
Overwrite Invoice Number : Uses the PPS Order number as the invoice number when invoicing
Check To Be Emailed : Checks off the to be emailed on the invoice.  CAUTION if there is no            email in QB for the customer it will create errors!! This is not a recommended setting
Get Hourly Balances : Pulls Balance from QB every hour to display on the PPS Order Entry              Screen
Insert Qbooks Customer Notes ino PPS Customer Notes: Pulls Notes from QB on Customer          Sync and overwrites the PPS Customer Notes
Ignore Invoice Errors : PPS will quit on error when invoicing.  This setting will notify the   operator of the error but will not stop invoicing
Place Products in Numeric Order : Invoices products in AlphaNumerical order

 

Customers Tab

The settings above allow the customer to be inserted once from Quickbooks to PPS.   Using the update setting can overwrite data on PPS and can cause problems if you are not careful so it is not suggested

Items Tab

We suggest the above to send products from PPS to QB.  To accomplish this you need to first click the Sync Accounts button to pull the account list from QB and then select the account you would like to attach to newly inserted items.