ADJUSTRITE TRAINING
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
AdjustRite is now able to sync to Quickbooks.
The feature will allow you to:
• Sync AdjustRite to Quickbooks desktop
•Choose one or multiple facilities to link Quickbooks account(s)
• Import customer data to AdjustRite
• Manage Quickbooks customers in AdjustRite
• Sync accounting codes between systems
• Send invoices to Quickbooks
• Send estimates to Quickbooks
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Step 1 – Installing the AdjustRite EMS File Manager
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
To begin, you will need to first install our EMS File Manager which will
require a Windows device.
If you already have the EMS File Manager installed, please click here
to proceed to the flagging files for export section (Page 7). The
system will automatically prompt to update the tool when launched.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
To download, choose Download EMS Client from the Estimate drop-down menu.
ADJUSTRITE - QUICKBOOKS DESKTOP INTEGRATION
Choose “Install” and follow the installation
instructions. Note, you will have to give Windows
permission to install the application.
ADJUSTRITE - QUICKBOOKS DESKTOP INTEGRATION
When the installation is completed, the AdjustRite
EMS File Manager will minimize to the Windows
system tray near your clock. Double click to open.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Once installed, login
using the same
credentials you use for
www.adjustrite.com
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Once logged in, choose
the Quickbooks option
button on the left. This
will open five simple
steps to setup the utility.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Step 1: Click on the
Install QB Integration
Components button.
This will install files that
will allow AdjustRite
sync with Quickbooks.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Step 2: Choose your
AdjustRite facility. If you
only have one, you can
skip this step as it will
auto-populate.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Before proceeding to the
next step, make sure
Quickbooks is closed.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Step 3: Next you have to
select the Quickbooks
company file from your
computer. Click on the
“…” button which will
open your hard drive.
Locate the .qbw file and
select.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
If successful, you should
see a path filled out in
the Select Quickbooks
File field.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
We also provide you a
tool to test the
connection. Now open
Quickbooks desktop.
Quickbooks needs to be
running before clicking
Test Connection.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
If sync’d, the tool will
provide a successful
connection message.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Step 4: Choose the
Enable checkbox and
Save Settings button to
finalize the setup.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Step 5 (Optional): The
tool also allows you to
import customers from
Quickbooks into
AdjustRite. Choosing
the “Synchronize
Customers” button will
take all Quickbooks
customer data and place
it into AdjustRite.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Step 2 – Managing Items
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Next, you will need to map Quickbooks
codes to AdjustRite. Choose Manage
Items from the Administration >
Accounting drop-down menu.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Each account will have a field that you
will be able to enter your Quickbooks
account number.
These can be located in Quickbooks
under Lists > Item List.
*Note, the entries in this screenshot are
only examples.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
When done, choose the Save Account
Numbers button.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
The setup is now complete, and you are
ready to start moving data from
AdjustRite into Quickbooks desktop.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Quick Tip – Indicating Repaired Units
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We recommend indicating if the unit was
repaired or not in Step 5: Repair Invoice. In
doing so, you will be able to track which files
need to be moved to Quickbooks for invoicing.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
After selecting Yes or No, you must Save the changes.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Step 3 – Export Invoices or Estimates
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Next, users will need to select if
they are exporting invoices or
estimate data.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Choose Quickbooks Desktop
Connection from the Administration >
Accounting menu.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
First, make sure the connection is
Enabled.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Then choose to Create Invoices or
Create Estimates and Save the
changes.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Step 4 – Exporting to Quickbooks
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
To enter the Quickbooks integration page, you
can either select Manage Invoice on Step 5
Invoice or
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
choose Administration > Accounting >
Manage Accounting Exports
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
The link will open a new page
which is split into two grids,
Manage Accounting Exports and
Accounting Export History.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Manage Accounting Exports will
auto-populate files created in the
past 30 days flagged as repaired.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Search criteria is provided to further
filter the grid, including date range,
search, and a unit repaired
checkbox. To update the grid, click
on the Refresh button.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Once the file(s) you are looking to
move to Quickbooks is located, you
can select the checkbox (far left) to
flag the file. The checkbox at the
top will select all visible files in the
grid.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Before proceeding, make sure
Quickbooks desktop and the
AdjustRite EMS File Manager are
running in the background.
With the file(s) selected, click the
Send to Accounting button.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
This will transfer the data to
Quickbooks and move the file from
the Manage Invoices grid to the
Invoice History grid.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Once sent to Quickbooks, the file
will now show up in the Invoice
History grid.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
You are able to filter the invoice
history using the search criteria and
clicking the refresh button.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
There is an available Resend button
for cases in which you need to
manually resend the data to
Quickbooks.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
If Quickbooks was not open when
you attempted to send the data, you
can remove the file from the grid
which will place it back into the
Manage Accounting Exports grid.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
If the file was successful, there will
be a checkbox and an invoice
number displayed.
*Note, it may take up to 10 minutes
for the grid data to update.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
The data is now in Quickbooks
which can be located under Invoices
or Estimates.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
If unsuccessful, an error message
will display. This will normally
populate if Quickbooks was not
open when the file was flagged for
export.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
Step 5 (Optional) – Synchronizing Customers
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
If you have synchronized customers, you
can view/edit them via Maintenance >
Search.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
The grid will display all available
AdjustRite customers. If the customer
was imported from Quickbooks, the last
column will display the QB logo.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
The grid will display all available
AdjustRite customers. If the customer
was imported from Quickbooks, the last
column will display the QB logo.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
You can sort the grid by using any of the
column headers, including the new QB column.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
We have also added new features to
maintain your customer list.
Checkboxes are now available to select
all or specific customers.
ADJUSTRITE – QUICKBOOKS DESKTOP INTEGRATION
If duplicates are located, select the
duplicate(s) and choose Delete
Selected.
