2. Quick Start Guide

QuickBooks POS Integration is Store Manager addon, that means, that it is a part of Store Manager (it is already built-in the software) and should be registered with a separate license key. So in order to use the addon you have to install and register Store Manager and set up all required settings first.

In order to start using the QuickBooks POS Integration addon you have to go through the following steps:

1. Order Store Manager Application.
2. Install Store Manager on your PC or laptop and register using Store Manager license key.

1. Check our License Agreement for detailsRelated KnowledgeBase articles:
2. - How can I update my Store Manager? How can I download the latest version of Store Manager?
3. - Registration problems. I'm unable to register Store Manager application, what's wrong?
4. - What is primary license, additional license and trial license? What is the difference between full version and demo version of Store Manager application?

1. Launch Store Manager and set up connection to your store database (F12). Set up FTP connection settings to be able to upload images.
2. Order QuickBooks POS Integration addon and install it. While installation you should select the Store Manager version that was installed on the step1. In case the list of Store Managers is inactive it means that you haven't installed it yet. Please, go to step 1 above and install Store Manager.

1. Register QuickBooks POS Integration addon using QuickBooks POS Integration License key (F12 -> Plugins tab).

1. Related KnowledgeBase articles: - How can I register addons / plug-ins? Add-ons / plug-ins registration.
2. - How can I install add-on/plugin?
1. Set up required settings:

• Export Products to QuickBooks POS
  • select the type of entry you want to create: Inventory, Non Inventory, Service or Other Charge entries
  • modify the existing products only, create new ones only or do both - chose corresponding option
  • map QuickBooks and store Products to avoid duplicates
• Export Customers to QuickBooks POS
  • map QuickBooks POS and store Customers to avoid duplicates
  • filter Customers to be exported (filter customers by first name, last name, company, etc.)
• Export Orders to QuickBooks POS
  • create Sales Orders, Sales Receipts or Invoices - suitable for limited versions of QuickBooks POS
  • filter Orders to be exported (filter orders by data, order id, status, etc.)
  • create Refunds
  • export Taxes
• Import Products from QuickBooks POS
  • create new Products
  • update Stock/Price
  • optionally update Name, Price, Quantity and Description

7. Check your products on QuickBooks POS.