Integrating for the First Time

You can set up the integration between SherWare and QuickBooks the first time with the following steps:

1) Open QuickBooks.
2) Open the QB company that you will be interfacing with.
3) Log in to the QB company as user that has admin privileges.
4) Go to the File menu in QB and select "Open a Previous Company".
5) The top path listed in the sub-menu that appears is the file path to the currently open company, which should be the company you are setting up the interface for. Write this path down so you can refer to it later.
6) Open SherWare.
7) Open the SherWare company that you will be interfacing with.
8) Go to the Maintain menu in SherWare and choose Company Information.
9) Fill in the "QuickBooks Filename" path with the file path to the desired QB company. This is the path that we noted in an earlier step.
10) Save and close the Company Information window.
11) It will ask you if you want to connect to QuickBooks. Choose Yes.
12) Since this is the first time QuickBooks will give you a warning to make sure this is what you want to do. This is basically just asking you for permission to allow SherWare to have access to your QuickBooks data. Choose "Yes, always; allow access even if QuickBooks is not running." SherWare will then be able to access the QuickBooks data for this company. If need be you can change the settings for the integration in the QuickBooks Integrated Applications Preferences.
13) You should now be connected!

You can see more information on the QB setup in the Help File on the "QuickBooks Integration" topics.