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User Guide

1. General Information

2. Starting Up

3. Connecting data

4. Demand and Sales Forecasting

5. Inventory Planning

6. Reference

quickbooks-connection-guide

3.5.1. How to Import Data from QuickBooks

Connecting to QuickBooks for the first time requires an installation of additional files and completing an authorization procedure.

QuickBooks user permissions required

To perform the data import from your company file, QuickBooks requires you to grant Streamline an access (see the Authorization procedure below). This should be done under the QuickBooks Administrator account, however, only once for a company file. The subsequent synchronizations with the company file can be performed under another QuickBooks user, not the Administrator. This user should be assigned at least the roles depicted in the figure below.

Installing the QuickBooks library

First, download and install the QuickBooks Foundation Classes library.

Authorization Procedure

In order to import the data from QuickBooks to Streamline, QuickBooks requires authorizing Streamline to access the company file. This is done only once for a company file.

1. Open QuickBooks and then open the company file you want to import data from (no matter whether it is located on a local or network drive).

You must be logged in under the Quickbooks Administrator account when you open the company file in QuickBooks.

2. Launch Streamline on the same machine where QuickBooks is opened, go to the menu File > New > QuickBooks connection, navigate to the company file (which is still opened in QuickBooks), and click Open.

3. Enter the start date, set the Group by to month, week, or day (your minimal planning time unit), and click OK. The Ignore locations option merges locations to a single location, the option is only applicable to QuickBooks Enterprise.

4. The authorization dialog will appear, prompting you to choose the access level you want to grant (QuickBooks – Application Certificate). We suggest choosing “Yes, always;…”. Click Continue.

5. In the Access Confirmation dialog click Done.

In a few moments (depending on the amount of data) you’ll see the imported data in Streamline.

Troubleshooting

If Streamline opens a new (Secondary) QuickBooks window while connecting to QuickBooks, do the following:

  1. Close the first (Primary) window where the company file is opened.
  2. Select the file in the list and click the Open button in the QuickBooks window left.
  3. Close the Import problem dialog by clicking the OK button in Streamline.
  4. Reconnect to the company file by using menu New > QuickBooks connection.

0x8004040A Error

This error arises when you connect to a QuickBooks company file remotely and paths to the file specified in your local QuickBooks instance and Streamline do not match (see figure below).

Typically, it happens when you open your company file using standard windows network shared folder in QuickBooks and via a network drive in Streamline or vice versa (see figures below).

Despite this is the same file, the paths are different.

Thus, to resolve the issue, keep the path to the company file the same across Streamline and your local QuickBooks instance.

0x8004041A Error

This error occurs if the access to the QuickBooks company file is disallowed (see figure below).

To resolve the issue:

  1. Go to the menu Edit > Preferences…. The Preferences dialog appears.
  2. Choose the Integrated Applications section on the right of the dialog.
  3. Go to the Company Preferences tab
  4. Uncheck the option Don't allow any application to access this company file (see figure below).
  5. Click OK.

You must be logged in under the QuickBooks Administrator account to grant the access.


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quickbooks-connection-guide.txt · Last modified: 2018/10/04 14:23 by admin