Connecting To QuickBooks^TM

Before setting up any of the accounting features of the software, ensure you have the latest software updates.

You must also have your QuickBooks open with your dealership's data file before you can begin to use these functions.

Note: You must also be logged into QuickBooks in single-user mode with administrative privileges in order to allow Friday Systems, Inc.'s software to make a connection to QuickBooks! When you first try to make a connection with the software to QuickBooks, the QuickBooks software will alert you that another program is trying to access your dealership's accounting data. Only an administrator can allow a connection to proceed. No futher accounting interface functions will work until the administrator allows the software to connect to QuickBooks.

To begin setting up the connection to QuickBooks, click the Accounting menu and select Accounting Interface from the pull-down menu. The software will display the Accounting Link window.

Click the Account Cross References button. The software will attempt to make a connection to your QuickBooks software. When this happens, QuickBooks will alert you that another program is trying to access QuickBooks.

Allow the software a constant connection to QuickBooks by clicking the Yes, Always button. Any other selection will prevent the software from properly accessing QuickBooks in the future.

Once you have allowed a connection to QuickBooks, you will then set up your accounts in the software.

Note: You may remove this constant connection at any time from within QuickBooks by going into your QuickBooks software, clicking on the Company menu and selecting Modify Service Access... from the pull-down menu. The QuickBooks software will display the Preferences window. Select the Integrated Applications option on the right-hand side of this window.

Click to select and highlight the outside software connection you wish to remove and click the Remove button.

If you want to again use Friday Systems, Inc.'s software to post information to QuickBooks, you must go through the connection setup process from the beginning.