How the Integration Works

Once set up, the information entered in SherWare will post to QuickBooks so that your accounting in QuickBooks will reflect what takes place in SherWare. Any income, expenses, and taxes that are for a well will need to be entered in SherWare so that the correct allocation to each investor in the well is made. Through the integration technology, the amounts entered will also be reflected in QuickBooks.

Generally, the flow of information is from SherWare to QuickBooks, meaning that SherWare will not read entries made in QuickBooks directly. However, there are a few exceptions. Vendors, terms codes, accounts, and balances for a JIB owner are the only entries made directly in QuickBooks and read, or received in SherWare.

SherWare will attempt to integrate with QuickBooks each time that SherWare is opened. If QuickBooks has already been opened (showing in the Task bar at the bottom of the screen), then SherWare will try to connect with the currently opened QuickBooks company. If QuickBooks is not already open, then SherWare will open QuickBooks invisibly in the background and try to integrate with the specified company.

When SherWare is integrated with QuickBooks invisibly in the background, you will not be able to open any other QuickBooks companies. Even though you do not see QuickBooks open on the screen, QuickBooks is running and will not allow you to open another session of QuickBooks in the foreground.