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Transferring Receipts to Intuit QuickBooks

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Last Updated: December 29, 2008 4:43 PM

Quick Shopping Cart receipt downloads take place automatically on the schedule you set in the QuickBooks Web Connector. Depending on your selection in the Intuit QuickBooks Application Certificate, QuickBooks may prompt you to accept the download, or the download may not take place unless QuickBooks is open.

To Manually Transfer Sales Receipts into QuickBooks

  1. Open QuickBooks.
  2. Launch the QuickBooks Web Connector.
  3. In the QuickBooks Web Connector, select Quick Shopping Cart Web Service.
  4. Click Update Selected.

To Configure QuickBooks to Accept Automatic Logins from the Quick Shopping Cart Web Connector

To have Quick Shopping Cart automatically transfer sales receipts into Quickbooks, you must first configure QuickBooks to accept automatic logins from the Quick Shopping Cart Web Connector.

  1. Open QuickBooks.
  2. From the main menu, select Edit, and then select Preferences.
  3. On the Preferences dialog box, select the Company Preferences tab.
  4. Select Integrated Applications.
  5. Select Exchange Data with Web Services, and then click Properties. Ensure that the Allow this application to login automatically option is selected.
  6. Select Quick Shopping Cart Web Service, and then click Properties. Ensure that the Allow this application to login automatically option is selected.

To Automatically Transfer Quick Shopping Cart Sales Receipts into Quick Books

  1. Open QuickBooks.
  2. Launch the QuickBooks Web Connector.
  3. In the Quickbooks Web Connector, select Auto-Run for the Quick Shopping Cart Web Service.
  4. In the Every-Min field, enter the interval, in minutes, at which you want the data transfer to start automatically.

For more information about using QuickBooks, refer to the QuickBooks Quick Start Guide.