Requirements & Limitations:
- CSE only works with QB desktop version, any desktop version will work.
- CSE requires Admin access to QB.
- If QB is installed on an online secured server, CSE requires an Admin access.
- QB online and CSE will not connect.
- CSE will only import Day reports entries. (Checks or EFT Purchase/Expense cannot be imported.)
- CSE only makes General Ledger entries.
Connecting QB to CSE account and Uploading Chart of Accounts
After the QuickBooks Utility has been installed on a PC with QuickBooks Software, follow the steps below to connect the store to QB.
Step 1: Go to Day Closing > QuickBooks Integration. On the right side of the screen under the “Click here to download the QuickBooks Connector”, you will see Utility APIKey - copy the key. Every store has a unique key.
Step 2: Launch the CSPQBConnector on the desktop.
Step 3: Click on 'Manage' to add a new store.
Step 4: Enter “Store Name” and paste the API Key copied in Step 1 under “Store’s CStorePro Key ID”. Now click on “Add Store to list” button.
Step 5: In this step we will import chart of accounts from QuickBooks and upload it to CStore Essentials. After adding the store to the Current Store List, select the store and click on 'Auto Sync Chart of accounts'.
Step 6: Click on 'OK' from step 1 to 3.
Step 7: In this step, the system will open QuickBooks and ask permission for “Access Confirmation”, click on Done.
Step 8: Confirm access to the company file when prompted by Quickbooks. Select “Yes, whenever this QuickBooks file is open” and click 'Continue…'.
Step 9: Confirm to Proceed. Click on 'Yes' when prompted to all access.
Step 10: On the Add New Store screen, click on OK for step 3. The CSPQB connector will prompt to updates QuickBooks Settings, click on 'Yes'.
Step 11: Click on 'OK'. This will upload chart of accounts and connect QB to CSE.