QuickBooks Online is a Web-based accounting solution.  Make certain you have a fully configured your QuickBooks Online account before trying to link the Filopto QuickBooks connector to it.  You will need your online account information.

 

Minimum Requirements:

 

1. QuickBooks Online Canadian or US versions.

2. A PC running the Filopto QuickBooks Online connector

3. A stable Internet connection.  Your Internet upload speed will dictate the speed of the your data transfers.

 

How it works:

 

When the Filopto QuickBooks Online Connector is activated, the authorized user must configure the link between Filopto and the QuickBooks online database.  Several key pieces of information are required to be entered in the Connection setup screen of the Filopto QuickBooks Online Connector program.  Intuit registered the PC from which the connection is made and request the user to authorize the connection.  Once entered, a link is established between Filopto and QuickBooks that permits the transfer of data between both programs.

 

To activate a transfer, the user identifies the type of transactions to be sent and presses on the Transfer selected data to QuickBooks button.  This task activates the links and transfers only the transactions not previously sent.  A log of all the transactions sent are kept in the transfer log screen for reference purposes.

 

 

(Read and implement this complete help section before doing your first transfer to QuickBooks)