RB User Guide > Setup > System Preferences > Tools

QuickBooks preferences

RB9 only

Set system-wide defaults for QuickBooks Integrator.

Continued from Customizing global preferences.

QuickBooks Edition

Select your version of QuickBooks in the drop-down:

• QuickBooks Desktop

  If you have QuickBooks installed locally on a server or other inhouse computer, enter the following information:

  • *User – Required. Enter your QuickBooks user ID.
  • *Password – Required. Enter your QuickBooks user password.
  • *IP or URL – Required. Enter the public IP address or URL of workstation/server where your QuickBooks application is installed.

  • *Port – Required. Port is a communication channel between RB Server and QuickBooks. We recommend using port 8166. This port must be opened from your router/firewall. To check that it is open, click Check port is open.

    IMPORTANT: Set up QuickBooks Desktop to work with RB9

    Before you can import RB9 data into QuickBooks Desktop, you must download a free remote connector application from QuickBooks and set it up to enable secure remote access to your QuickBooks. See Preparing to use QuickBooks Desktop with RB9.

• QuickBooks Online

  If you subscribe to the cloud-based version of QuickBooks:

  1. Set up an Intuit developer account. See Generating QuickBooks online credentials.
  2. Enter the following information:
     • *Client ID – Required. Enter your QuickBooks client ID.
     • *Client Secret – Required. Enter your QuickBooks client secret code.
  3. Click Test connection to QuickBooks Online, then sign into your Intuit account.
  4. If everything has been set up correctly, you will be automatically directed back to RB9. Click OK to close the popup.

Reference

• QuickBooks Integrator

Step-by-step instructions

• Customizing global preferences
• Generating QuickBooks online credentials
• Preparing to use QuickBooks Desktop with RB9