We allow you to set up your Ledger Accounts, Classes (Cost Centers in Clixon), with Sub Accounts for both if needed, and to assign them to each individual Product that you have in your Clixon catalog.  You will also need to make sure the spelling of your Vendor Names and Vendor Terms all match between Clixon and QuickBooks.  You can also assign a default Ledger Account and/or Cost Center for the Tax and Shipping if needed.  Everything you need to know about this is covered in the following help article: 

Getting started

1. If you are a group and wish to Export Orders from every office from one place, the Corporate level is where you want be to being the process.
   
2. If you are a 'Stand A Lone' office, or if you need to Export each office individually to different QuickBooks accounts/applications then you will go to each office or location in Clixon individually and set up each one individually.
   

Step 1: Select QuickBooks Desktop as your Accounting Software & enter a Password

1. From the Corporate level in Clixon choose Setting (the sprocket or gear icon in the upper right corner of the application)
   
1. Select Corporate Profile from the Setup Information page.
   
2. Select Settings tab from the Corporate Profile page.
   
3. Now scroll down to the Accounting Integration section.
   
2. From the Accounting Integration section:
   
1. Select Quickbooks Desktop from the Accounting Software field drop down menu.
   
2. Then enter a Password in the corresponding field.
   
1. The same Password will also be used in the Password field within the QuickBooks Web Connector.
   
3. Click the Save button
   

Step 2: Download QWC File

1. From the same page look for the QuickBooks Web Connector field
   
1. You can skip "Step 1. Permorm Setup - Download and install the QuickBooks Connector", if you would like, as your QuickBooks desktop application now already has the QB's Web Connector built in.
   
1. To find the QB's Web Connector in QuickBooks:
   
1. Choose File
   
2. App Management
   
3. Select Update Web Services
   
2. Select the link "Step 2. Download the .qwc file required to complete Setup."
   
1. This will ask you to Save the file to your computer, most likely the Downloads folder.
   

Step 3: Open QuickBooks and Add Application (QWC File) to the QuickBooks Web Connector

1. Make sure to Sign into QuickBooks as the Administrator and in Single User mode.
2. From QuickBooks choose the File menu in the top left of the application.
   
3. Select App Management from the File menu.
   
1. Then choose Update Web Services.
   
2. Select the Add an Application button from the QuickBooks Web Connector window that just opened.

1. Now locate and select the QWC file you downloaded from Clixon, most likely in your Downloads folder.
   
1. Once you locate the QWC file select Open.
2. From the Authorize New Web Service window that opens click the OK button.
   

1. The QuickBooks - Application Certificate window will now open.
   
1. Select - Yes, whenever this QuickBooks company file is open
   
2. Then click the Continue button.

1. Now the Access Confirmation window will open.
   
1. Click the Done button.
   

The QuickBooks Web Connector will now open and you will see that your new application has been added.

Step 4: Finish QuickBooks Web Connector setup

1. From the QuickBooks Web Connecter
1. Check the Box on the far left for the Application (QWC file) you just added.
   
2. The Password Required window will pop up.
   
3. Enter the same Password you entered back in Clixon in the Accounting Integration section.
   
4. It will ask if you want to Save the Password, select the Yes button.
5. Now click the Updated Selected button to run the Web Connector.
   
2. Once the Update session finishes running successfully without any errors you are done with the Integration process.
   
1. You can now Exit the Web Connector.
   

Trouble Shooting - QB's Web Connector Setup Errors

1. Sometimes users will see a QBWebConnector - Error, specifically a QBWC1039 Error.
   
1. If this occurs just click this link below and follow the steps to fix the issue.
   
1. https://quickbooks.intuit.com/learn-support/en-us/your-books-or-my-company/fix-error-qbwc1039/00/294400
   
2. You will notice there are multiple QBWC1039 errors, so just look for the exact error message you are seeing
   
3. The most common one we see is: QBWC1039: Unique OwnerID/FileID pair value required
   
4. Make sure you are Signed into QuickBooks as an Administrator.
   
2. If you see 'Invalid Password' after clicking the Update Selected button
   
1. First re-enter the Password for the application and then Save.
   
2. If that still does not work, you may need to try re-entering the Password back in Clixon.
   
1. Again this is found in either the Setting > Company or Corporate Profile page > Setting tab > Accounting Integration section.

Review QuickBooks and Export to Accounting page in Clixon

1. You will want to check your QuickBooks account to make sure that everything was added properly.
   
2. Clixon also has an Errored tab or page back on the Export to Accounting page in Clixon.
   
1. Simply go into Clixon and select Export to Accounting from the left menu.
   
2. If any Orders (bills) did not Export over they will be found on the Errored tab.
3. Each order will have an Error message explaining why the Order did not import into your QuickBooks.
   
4. Correct the issue and then Re-Queue the Order(s) & then run the Web Connector again.