Detailed Instructions on Linking ITS with Quickbooks
The integration will need to be completed on the ITS server which is the system that the ITS system was originally installed on. The server can also be identified by clicking on the about button under the help tab.
The Quickbooks data file will need to be moved to the local ITS server to establish the integration. The Quickbooks data file can be moved back to its original location after the link is established.
1) Login into Quickbooks as an administrator and switch Quickbooks into single user mode.
You will receive confirmation that you are in now in single user mode. 
2) Go into Setup Users. 
The list of all of the users currently set up in Quickbooks will pop up. 
3) Create a new user called ITS and set a secure password combining numbers and letters. Document the password and put the password in a secure location. 
4) Give ITS access to all areas of Quickbooks. 
5) Confirm that you want to give ITS access to all areas of Quickbooks. 
6) Choose Finish to complete adding the ITS user in Quickbooks. 
7) The User List will pop up again, this time including the user you just added, "ITS". Close the User List. 
8) Switch Quickbooks back to Multi-User Mode. 
You will receive confirmatin that you are now in multi user mode. 
9) Go into the Chart of Accounts and Identify the Accounts to integrate between Quickbooks and ITS. Use the chart below to fill in your answers. 
The Chart of Accounts will open in the same window as Quickbooks. 
10) Go to Edit and then to preferences. 
11) Minimize the Quickbooks Program and open the ITS program.
12) Go to the Configure Button. 
13) Click on "Create a New Company". 
14) You will now be given a blank space to enter a customer's name. Enter a customer's name. 
15) Enter the rest of the relevant information regarding the customer's phone number, address, and Accounts Receivable (A/R) contact.
16) Below the textbox where you input the new customer's name, you will see two tabs: "Contact" and "Accounting". Choose the Accounting Tab. 
17) Enter all of the customer's relevant accounting information, such as the tax number, the non-taxable code and the reason for having a non-taxable code. NOTE: only customers who are not to be taxed will have a non-taxable code.
18) Go to Tools and then "Options". 
19) Click on "Software Package" from the menu on the left. 
20) Choose the accounting package which you would like to use, in this case "Quickbooks (Integrated)". 
21) Click "OK".
19) "Synchronize Accounting Software" 
18) A window from Quickbooks will pop up stating that an application with no certificate, calling itself ITS, is requesting access to the Quickbooks file for your company 
19) Click on "Allow this application to access Social Security Numbers, customer credit card information, and other personal data." 
20) Click "Yes, Always" to always allow ITS access to your company's Quickbooks file.
21) Click "Yes" to confirm that you would always like to allow ITS access to your company's Quickbooks file. 
You can now move the data file back to its original location on your network. Be sure to go back into the accounting setup and browse to the new location of the data file. The user will be offered an option to export data to Quickbooks each time they exit the Intelligent Trucking Solution program. The user can also choose Export under the configure option of ITS at any time to request an export to Quickbooks.