The talech QuickBooks Integration plugin allows you to sync your sales receipts data into QuickBooks.
In the current version, each sales receipt is imported as an individual invoice into QuickBooks. We are working on an updated version which will allow you to import your day's sales as a single invoice with multiple payments.
Supported platforms: For desktop QuickBooks US, the plug-in (or application) we provide should support all desktop QuickBooks versions such as Pro, Premiere (all flavors), and Enterprise Solutions installed in Windows XP, Vista, 7 and Server (32-b and 64-b) newer than 2009 toward future upgrades
Before you install:
Backup your QuickBooks company file(s) periodically. This will prevent your company file from being damaged by any possible undetected errors.
Administrator rights are required on the machine to install and test the prototype application.
If your QuickBooks company file requires login, on opening QuickBooks for the first time after the installation of the plug-in, make sure to login to QuickBooks as Administrator (you need to do this only once, immediately after the plug-in was installed). On subsequent logins, you can use any other QuickBooks accounts.
The plug-in requires QuickBooks Redistributable Package 8.0 and Microsoft .Net Framework 2.0. In case you don’t have any of these components installed on your computer, the installer will assist you with downloading and installing them.
If you have installed on your computer any of the QuickBooks® 2012, Enterprise, Premier or Pro editions,before beginning the installation for the General Journal Entry application you must open QuickBooks®, access Edit menu->Preferences-> General-> My Preferences tab-> unmark Keep QuickBooks® running for quick startups.
After installing the plug-in, if you want, you can reactivate the option.
Close QuickBooks before installing the plug-in.
Step 1: Download and install the QuickBooks plugin. You can Download it here.
Step 2: Choose the folder you want to install this plugin into
Step 3: After installation is complete, you will be asked to follow the next steps to use this in QuickBooks
Step 4: Open QuickBooks in Administrator mode by right clicking on the application icon
Step 5: Launch QuickBooks and in the window that will be displayed, select Yes, whenever this QuickBooks company file is open and click Continue:
Step 6: Three new sub-menus will be created under Company-> Talech QuickBooks Integration
Step 7: Sign in with your talech credentials. Map the data coming from talech into QuickBooks fields. By default all sales data can only be mapped to a single customer. You can create new item, tax, tip and gratuity fields under Lists->Item List
Step 8: Once you have authenticated your login credentials, select "Import Invoices" from the options and choose your date range. Note: Since the plugin imports each sales receipt as a separate invoice, this may take some time.
Step 9: The activity log screen will display a list of all receipts imported into QuickBooks.
Step 10: You can select the customer and view all invoices imported from talech